| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 18 | Q2 2024 | 12.0% |
| VANGUARD INDEX FDS | 18 | Q2 2024 | 13.5% |
| SPDR SER TR | 18 | Q2 2024 | 9.0% |
| SPDR SER TR | 18 | Q2 2024 | 9.0% |
| JP MORGAN EXCHANGE TRADED FD | 18 | Q2 2024 | 7.5% |
| ISHARES TR | 18 | Q2 2024 | 6.9% |
| SPDR INDEX SHS FDS | 18 | Q2 2024 | 4.2% |
| SPDR SER TR | 18 | Q2 2024 | 9.2% |
| BERKSHIRE HATHAWAY INC DEL | 18 | Q2 2024 | 5.1% |
| SPDR SER TR | 18 | Q2 2024 | 3.0% |
View N.E.W. Advisory Services LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-05 |
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-01 |
View N.E.W. Advisory Services 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.