Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2014 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 2 | Q2 2024 | 4.7% |
AMAZON COM INC | 2 | Q2 2024 | 3.9% |
SPDR SER TR | 2 | Q2 2024 | 2.6% |
ISHARES TR | 2 | Q2 2024 | 2.4% |
ISHARES TR | 2 | Q2 2024 | 2.2% |
ISHARES TR | 2 | Q2 2024 | 2.2% |
ALPHABET INC | 2 | Q2 2024 | 2.1% |
PACER FDS TR | 2 | Q2 2024 | 2.0% |
AMERICAN CENTY ETF TR | 2 | Q2 2024 | 1.8% |
VANGUARD WORLD FD | 2 | Q2 2024 | 1.5% |
View Bright Futures Wealth Management, LLC.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-08-07 |
13F-HR | 2024-06-28 |
View Bright Futures Wealth Management, 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.