| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| iShares Russell 1000 ETF | 19 | Q2 2024 | 30.5% |
| iShares Core S&P Mid-Cap ETF | 19 | Q2 2024 | 30.4% |
| Microsoft Corp | 19 | Q2 2024 | 6.1% |
| Starbucks Corp | 19 | Q2 2024 | 4.3% |
| Vanguard Tax-Exempt Bond ETF | 19 | Q2 2024 | 2.7% |
| Vanguard Total World Stock ETF | 19 | Q2 2024 | 1.6% |
| Vanguard Dividend Appreciation ETF | 19 | Q2 2024 | 1.6% |
| iShares Core S&P 500 ETF | 19 | Q2 2024 | 1.1% |
| Amazon.com Inc | 19 | Q2 2024 | 1.6% |
| Costco Wholesale Corp | 19 | Q2 2024 | 0.8% |
View HBC Financial Services, PLLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-15 |
| 13F-HR | 2024-08-07 |
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-26 |
| 13F-HR/A | 2022-09-02 |
View HBC Financial Services, PLLC'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.