| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD GROWTH ETF | 14 | Q1 2023 | 15.0% |
| ISHARES CORE MSCI EAFE ETF | 14 | Q1 2023 | 10.4% |
| ISHR EDG MSCI MIN VOL EMG MKT ETF | 14 | Q1 2023 | 7.0% |
| ISHARES RUSSELL 1000 GROWTH ETF | 14 | Q1 2023 | 7.1% |
| VANGUARD S&P 500 ETF | 14 | Q1 2023 | 5.7% |
| ISHARES INC MSCI EAFE MINIMUM VOLATILITY INDEX FD | 14 | Q1 2023 | 9.7% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | 14 | Q1 2023 | 6.6% |
| ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD | 14 | Q1 2023 | 9.5% |
| VANGUARD MID CAP VALUE ETF | 14 | Q1 2023 | 4.5% |
| ISHARES MSCI EMERGING MARKETS ETF | 14 | Q1 2023 | 4.9% |
View Southern Wealth Management, LLP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-10 |
| 13F-HR | 2021-11-15 |
| 13F-HR | 2021-08-13 |
| 13F-HR | 2021-05-17 |
| 13F-HR | 2021-02-16 |
View Southern Wealth Management, LLP'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.