Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 15 | Q2 2023 | 40.0% |
SPDR INDEX SHS FDS | 14 | Q2 2023 | 44.8% |
ISHARES TR | 13 | Q1 2023 | 24.2% |
VANGUARD SCOTTSDALE FDS | 13 | Q2 2023 | 19.8% |
ISHARES TR | 13 | Q1 2023 | 5.6% |
ISHARES TR | 13 | Q1 2023 | 2.3% |
VANGUARD SCOTTSDALE FDS | 13 | Q2 2023 | 3.4% |
SCHWAB STRATEGIC TR | 13 | Q1 2023 | 1.5% |
SCHWAB STRATEGIC TR | 13 | Q1 2023 | 2.8% |
INVESCO EXCH TRADED FD TR II | 13 | Q2 2023 | 1.9% |
View Wealth CMT's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2023-07-12 |
13F-HR | 2023-04-17 |
13F-HR | 2023-01-13 |
13F-HR | 2022-10-19 |
13F-HR | 2022-07-18 |
13F-HR | 2022-04-25 |
13F-HR | 2022-01-20 |
13F-HR | 2021-10-25 |
13F-HR | 2021-07-21 |
13F-HR | 2021-04-26 |
View Wealth CMT'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.