| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 12.3% |
| APPLE INC | 19 | Q2 2024 | 8.3% |
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 9.2% |
| PIMCO ETF TR | 19 | Q2 2024 | 11.9% |
| ISHARES TR | 19 | Q2 2024 | 5.5% |
| VANGUARD INDEX FDS | 19 | Q2 2024 | 6.2% |
| VANGUARD INDEX FDS | 19 | Q2 2024 | 5.5% |
| VANGUARD INDEX FDS | 19 | Q2 2024 | 2.0% |
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 7.0% |
| SOUTHERN CO | 19 | Q2 2024 | 2.0% |
View Mayfair Advisory Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-27 |
| 13F-HR | 2024-07-22 |
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-08-09 |
View Mayfair Advisory Group, 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.