| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 18 | Q2 2024 | 18.0% |
| ISHARES TR | 18 | Q2 2024 | 18.2% |
| ISHARES TR | 18 | Q2 2024 | 13.5% |
| ISHARES TR | 18 | Q2 2024 | 10.0% |
| ISHARES TR | 18 | Q2 2024 | 9.9% |
| VANGUARD BD INDEX FDS | 18 | Q2 2024 | 6.9% |
| APPLE INC | 18 | Q2 2024 | 1.8% |
| NIKE INC | 18 | Q2 2024 | 1.3% |
| CHEVRON CORP NEW | 18 | Q2 2024 | 1.8% |
| UNITED PARCEL SERVICE INC | 18 | Q2 2024 | 0.9% |
View Horst & Graben Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-23 |
| N-PX | 2024-07-23 |
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-08-01 |
View Horst & Graben 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.