| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 11 | Q2 2024 | 18.4% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 15.3% |
| INVESCO EXCHANGE TRADED FD T | 11 | Q2 2024 | 9.0% |
| JOHN HANCOCK EXCHANGE TRADED | 11 | Q2 2024 | 13.8% |
| APPLE INC | 11 | Q2 2024 | 4.2% |
| SCHWAB STRATEGIC TR | 11 | Q2 2024 | 10.1% |
| MICROSOFT CORP | 11 | Q2 2024 | 1.7% |
| AMAZON COM INC | 11 | Q2 2024 | 1.5% |
| INVESCO EXCH TRADED FD TR II | 11 | Q2 2024 | 2.2% |
| COSTCO WHSL CORP NEW | 11 | Q2 2024 | 1.3% |
View COLUMBIA ADVISORY PARTNERS LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-01 |
| 13F-HR | 2024-07-12 |
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-08-03 |
View COLUMBIA ADVISORY PARTNERS 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.