Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2020 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 15 | Q2 2024 | 19.7% |
SCHWAB STRATEGIC TR | 15 | Q2 2024 | 17.0% |
VANGUARD WHITEHALL FDS | 15 | Q2 2024 | 16.0% |
ISHARES TR | 15 | Q2 2024 | 14.8% |
SCHWAB STRATEGIC TR | 15 | Q2 2024 | 5.5% |
APPLE INC | 15 | Q2 2024 | 3.6% |
EXXON MOBIL CORP | 15 | Q2 2024 | 1.5% |
SPDR INDEX SHS FDS | 15 | Q2 2024 | 1.2% |
MICROSOFT CORP | 15 | Q2 2024 | 0.8% |
TESLA INC | 15 | Q2 2024 | 0.8% |
View ACT WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-11 |
N-PX | 2024-07-11 |
13F-HR | 2024-04-10 |
13F-HR | 2024-01-18 |
13F-HR | 2023-10-11 |
13F-HR | 2023-07-14 |
13F-HR | 2023-04-13 |
13F-HR | 2023-01-20 |
13F-HR | 2022-10-24 |
13F-HR | 2022-07-08 |
View ACT WEALTH MANAGEMENT, 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.