| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard Total Stock Mkt Vipers | 15 | Q2 2024 | 15.0% |
| Equities | 15 | Q2 2024 | 12.2% |
| Invesco S&P 500 Low Volatility ETF | 15 | Q2 2024 | 6.3% |
| Schwab US Broad Mkt ETF | 15 | Q2 2024 | 4.0% |
| QUALCOMM INC COM | 15 | Q2 2024 | 2.8% |
| VANGUARD SPECIALIZED FUNDS | 15 | Q2 2024 | 2.5% |
| MICROSOFT CORP COM | 15 | Q2 2024 | 2.4% |
| ISHARES TR | 15 | Q2 2024 | 1.9% |
| Equities | 15 | Q2 2024 | 1.6% |
| Vanguard Bond Index Fund | 15 | Q2 2024 | 2.1% |
View WFA of San Diego, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-09-03 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-04-17 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-04-25 |
| 13F-HR | 2022-02-07 |
View WFA of San Diego, 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.