| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Schwab US Large Cap ETF | 8 | Q3 2021 | 28.1% |
| Schwab US Small Cap ETF | 8 | Q3 2021 | 22.3% |
| Schwab US Mid Cap ETF | 8 | Q3 2021 | 12.7% |
| Vanguard Mega Cap Value ETF | 8 | Q3 2021 | 11.4% |
| iShares Russell Mid Cap Value ETF | 8 | Q3 2021 | 6.8% |
| S&P 500 SPDR Trust | 8 | Q3 2021 | 5.8% |
| SPDR S&P MidCap 400 ETF | 8 | Q3 2021 | 4.2% |
| Schwab US Large Cap Growth ETF | 8 | Q3 2021 | 2.5% |
| iShares Core S&P Small Cap ETF | 8 | Q3 2021 | 2.3% |
| Schwab US Broad Market ETF | 8 | Q3 2021 | 2.5% |
View Filbrandt Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-10-06 |
| 13F-HR | 2021-07-07 |
| 13F-HR | 2021-04-21 |
| 13F-HR | 2021-01-20 |
| 13F-HR | 2020-10-29 |
| 13F-HR | 2020-08-11 |
| 13F-HR | 2020-04-30 |
| 13F-HR | 2020-03-10 |
View Filbrandt 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.