Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2015 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VEA | 6 | Q2 2024 | 7.1% |
SCHWAB STRATEGIC TR US TIPS ETF | 6 | Q2 2024 | 8.9% |
VNLA | 6 | Q2 2024 | 9.7% |
SSGA ACTIVE ETF TR BLACKSTONE SENR | 6 | Q2 2024 | 4.1% |
PGX | 6 | Q2 2024 | 6.5% |
VANECK ETF TR FALLEN ANGEL HIGH YLD BD EFT | 6 | Q2 2024 | 5.6% |
FTLS | 6 | Q2 2024 | 3.7% |
QAI | 6 | Q2 2024 | 2.9% |
ISHARES CORE S&P SMALL-CAP E | 6 | Q2 2024 | 2.9% |
FIDELITY TOTAL BOND ETF | 6 | Q2 2024 | 6.1% |
View Live Oak Investment Partners's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-16 |
13F-HR | 2024-02-14 |
13F-HR | 2023-10-31 |
13F-HR | 2023-07-13 |
13F-HR | 2023-05-03 |
13F-HR | 2023-02-16 |
View Live Oak Investment Partners'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.