| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 19 | Q2 2024 | 15.3% |
| VANGUARD INDEX FDS | 19 | Q2 2024 | 13.0% |
| ISHARES TR | 19 | Q2 2024 | 8.9% |
| ISHARES TR | 19 | Q2 2024 | 6.7% |
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 8.5% |
| SPDR SER TR | 19 | Q2 2024 | 7.9% |
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 9.3% |
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 3.8% |
| ISHARES INC | 19 | Q2 2024 | 3.5% |
| ISHARES TR | 19 | Q2 2024 | 3.4% |
View Affinity Capital Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-16 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-11 |
View Affinity Capital 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.