| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | 19 | Q2 2024 | 32.2% |
| ISHARES TR | 19 | Q2 2024 | 7.3% |
| INVESCO QQQ TR | 19 | Q2 2024 | 5.5% |
| ISHARES TR | 19 | Q2 2024 | 4.5% |
| VANGUARD INDEX FDS | 19 | Q2 2024 | 2.9% |
| VANGUARD WHITEHALL FDS INC | 19 | Q2 2024 | 13.5% |
| ISHARES TR | 19 | Q2 2024 | 2.2% |
| APPLE INC | 19 | Q2 2024 | 1.1% |
| FASTENAL CO | 19 | Q2 2024 | 0.9% |
| MICROSOFT CORP | 19 | Q2 2024 | 1.0% |
View 360 Financial, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-13 |
| 13F-HR | 2024-08-09 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-08-04 |
View 360 Financial, Inc.'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.