| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 10 | Q3 2023 | 10.2% |
| VANGUARD SPECIALIZED FUNDS | 10 | Q3 2023 | 8.8% |
| ISHARES TR | 10 | Q3 2023 | 8.4% |
| ISHARES TR | 10 | Q3 2023 | 7.4% |
| ISHARES TR | 10 | Q3 2023 | 6.6% |
| ALPHABET INC CL C | 10 | Q3 2023 | 4.2% |
| META PLATFORMS INC CL A | 10 | Q3 2023 | 4.1% |
| ISHARES TR | 10 | Q3 2023 | 4.8% |
| ISHARES TR | 10 | Q3 2023 | 3.0% |
| MICROSOFT CORP | 10 | Q3 2023 | 3.3% |
View Snider Financial Group's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-04-10 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR/A | 2022-05-16 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-01-18 |
View Snider Financial Group'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.