| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 19 | Q2 2024 | 8.2% |
| VANGUARD SPECIALIZED FUNDS | 19 | Q2 2024 | 5.8% |
| VANGUARD SCOTTSDALE FDS | 19 | Q2 2024 | 6.3% |
| ISHARES TR | 19 | Q2 2024 | 5.6% |
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 6.2% |
| ISHARES TR | 19 | Q2 2024 | 3.8% |
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 3.7% |
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 3.2% |
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 3.4% |
| ISHARES TR | 19 | Q2 2024 | 3.5% |
View Resonant Capital Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-01 |
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-07-12 |
View Resonant Capital Advisors, LLC'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.