Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB STRATEGIC TR | 3 | Q2 2021 | 23.5% |
SCHWAB STRATEGIC TR | 3 | Q2 2021 | 17.8% |
VANGUARD TAX-MANAGED INTL FD | 3 | Q2 2021 | 11.1% |
SCHWAB STRATEGIC TR | 3 | Q2 2021 | 10.1% |
SCHWAB STRATEGIC TR | 3 | Q2 2021 | 7.6% |
SCHWAB STRATEGIC TR | 3 | Q2 2021 | 5.7% |
ISHARES TR | 3 | Q2 2021 | 3.9% |
LILLY ELI & CO | 3 | Q2 2021 | 2.8% |
ISHARES TR | 3 | Q2 2021 | 2.4% |
CAESARS ENTERTAINMENT INC NE | 3 | Q2 2021 | 2.3% |
View Treybourne Wealth Planners, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2021-07-29 |
13F-HR | 2021-05-12 |
13F-HR | 2021-02-08 |
View Treybourne Wealth Planners, Inc.'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.