| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 19 | Q2 2024 | 21.6% |
| VANGUARD INDEX FDS | 19 | Q2 2024 | 17.8% |
| VANGUARD INDEX FDS | 19 | Q2 2024 | 15.2% |
| FIRST TR EXCHANGE-TRADED FD | 19 | Q2 2024 | 12.3% |
| FIRST TR EXCHANGE-TRADED FD | 19 | Q2 2024 | 10.4% |
| VANGUARD INTL EQUITY INDEX F | 19 | Q2 2024 | 11.3% |
| SPDR S&P 500 ETF TR | 19 | Q2 2024 | 4.6% |
| SPDR SER TR | 19 | Q2 2024 | 4.2% |
| FIRST TR EXCH TRADED FD III | 19 | Q2 2024 | 3.7% |
| ISHARES TR | 19 | Q2 2024 | 1.3% |
View TL Private Wealth's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-29 |
| 13F-HR | 2024-07-17 |
| 13F-HR | 2024-04-10 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-11 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-01-10 |
| 13F-HR | 2022-10-11 |
| 13F-HR | 2022-07-13 |
View TL Private Wealth'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.