Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2022 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
CAPITAL GRP FIXED INCM ETF T | 1 | Q2 2023 | 13.4% |
VANGUARD WHITEHALL FDS | 1 | Q2 2023 | 11.0% |
CAPITAL GROUP INTL FOCUS EQT | 1 | Q2 2023 | 9.4% |
VANGUARD BD INDEX FDS | 1 | Q2 2023 | 9.1% |
CAPITAL GROUP GROWTH ETF | 1 | Q2 2023 | 9.1% |
FIRST TR SML CP CORE ALPHA F | 1 | Q2 2023 | 7.1% |
WISDOMTREE TR | 1 | Q2 2023 | 6.9% |
J P MORGAN EXCHANGE TRADED F | 1 | Q2 2023 | 5.4% |
CAPITAL GROUP DIVIDEND VALUE | 1 | Q2 2023 | 5.3% |
VANGUARD INDEX FDS | 1 | Q2 2023 | 5.0% |
View Main Line Retirement Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-18 |
13F-HR | 2024-02-08 |
13F-HR | 2023-08-01 |
View Main Line Retirement 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.