| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 3 | Q2 2024 | 9.8% |
| ISHARES TR | 3 | Q2 2024 | 7.4% |
| VANGUARD BD INDEX FDS | 3 | Q2 2024 | 7.4% |
| INVESCO EXCHANGE TRADED FD T | 3 | Q2 2024 | 6.8% |
| VANGUARD SCOTTSDALE FDS | 3 | Q2 2024 | 6.4% |
| ISHARES TR | 3 | Q2 2024 | 6.5% |
| ISHARES TR | 3 | Q2 2024 | 5.3% |
| SPDR SER TR | 3 | Q2 2024 | 6.1% |
| SPDR SER TR | 3 | Q2 2024 | 3.8% |
| ISHARES TR | 3 | Q2 2024 | 2.4% |
View Dynamic Wealth Strategies, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-15 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-13 |
View Dynamic Wealth Strategies, 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.