| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2016 | ||||||||
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.