| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FORTINET INC | 12 | Q3 2023 | 2.8% |
| SERVICENOW INC | 12 | Q3 2023 | 2.2% |
| VANGUARD INDEX FDS | 12 | Q4 2023 | 1.1% |
| PIMCO ETF TR | 11 | Q4 2023 | 15.8% |
| VANGUARD INDEX FDS | 11 | Q4 2023 | 17.1% |
| SCHWAB STRATEGIC TR | 11 | Q4 2023 | 10.6% |
| SCHWAB STRATEGIC TR | 11 | Q4 2023 | 9.0% |
| SCHWAB STRATEGIC TR | 11 | Q4 2023 | 11.5% |
| INVESCO ACTVELY MNGD ETC FD | 11 | Q4 2023 | 9.6% |
| ISHARES TR | 11 | Q3 2023 | 5.8% |
View SevenOneSeven Capital Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-19 |
| 13F-NT | 2024-08-14 |
| 13F-NT | 2024-05-15 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-15 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR/A | 2022-11-18 |
| 13F-HR | 2022-11-14 |
View SevenOneSeven Capital Management'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.