Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2019 |
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.