Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2014 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD S&P 500 ETF | 15 | Q2 2024 | 7.8% |
PROCTER AND GAMBLE CO COM | 15 | Q2 2024 | 4.0% |
SPDR S&P 1500 Composite | 15 | Q2 2024 | 4.9% |
VANGUARD DIVIDEND APPRECIATION INDEX FUND | 15 | Q2 2024 | 4.5% |
SCHWAB US DIVIDEND EQUITY ETF | 15 | Q2 2024 | 4.2% |
APPLE INC COM | 15 | Q2 2024 | 4.1% |
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | 15 | Q2 2024 | 3.9% |
ALPHABET INC CAP STK CL C | 15 | Q2 2024 | 1.6% |
VANECK VECTORS BDC INCOME ETF | 15 | Q2 2024 | 1.5% |
GLOBAL X MLP ETF | 15 | Q2 2024 | 1.5% |
View Future Financial Wealth Managment LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-16 |
13F-HR/A | 2024-04-15 |
13F-HR | 2024-04-15 |
13F-HR | 2024-01-18 |
13F-HR | 2023-10-20 |
13F-HR | 2023-07-18 |
13F-HR | 2023-04-04 |
13F-HR | 2023-01-05 |
13F-HR | 2022-10-13 |
13F-HR | 2022-07-05 |
View Future Financial Wealth Managment LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.