Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2019 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
FIRST TR EXCHANGE-TRADED FD | 16 | Q3 2023 | 13.0% |
FIRST TR EXCHNG TRADED FD VI | 16 | Q3 2023 | 8.8% |
APPLE INC | 16 | Q3 2023 | 3.5% |
ISHARES TR | 16 | Q3 2023 | 3.4% |
VANGUARD INDEX FDS | 16 | Q3 2023 | 3.3% |
VANGUARD INTL EQUITY INDEX F | 16 | Q3 2023 | 2.7% |
VANGUARD INDEX FDS | 16 | Q3 2023 | 2.6% |
VANGUARD BD INDEX FDS | 16 | Q3 2023 | 2.1% |
FIRST TR EXCHANGE-TRADED FD | 16 | Q3 2023 | 2.1% |
FIRST TR EXCH TRADED FD III | 16 | Q3 2023 | 0.7% |
View Walkner Condon Financial Advisors LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-23 |
13F-HR | 2024-01-24 |
13F-HR | 2023-10-19 |
13F-HR | 2023-07-21 |
13F-HR | 2023-04-21 |
13F-HR | 2023-01-26 |
13F-HR | 2022-10-28 |
13F-HR | 2022-08-04 |
13F-HR | 2022-05-03 |
13F-HR | 2022-02-11 |
View Walkner Condon Financial 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.