Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2015 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD WHITEHALL FDS | 15 | Q2 2024 | 11.9% |
VANGUARD SCOTTSDALE FDS | 15 | Q2 2024 | 12.5% |
ISHARES TR | 15 | Q2 2024 | 12.2% |
VANGUARD TAX-MANAGED INTL FD | 15 | Q2 2024 | 6.9% |
SPDR INDEX SHS FDS | 15 | Q2 2024 | 6.3% |
VANGUARD INDEX FDS | 15 | Q2 2024 | 5.6% |
VANGUARD INDEX FDS | 15 | Q2 2024 | 4.7% |
SPDR SER TR | 15 | Q2 2024 | 8.7% |
GLOBAL X FDS | 15 | Q2 2024 | 4.4% |
SPDR S&P 500 ETF TR | 15 | Q2 2024 | 7.0% |
View Iron Horse Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-01 |
13F-HR | 2024-07-22 |
13F-HR | 2024-04-17 |
13F-HR | 2024-01-22 |
13F-HR | 2023-10-18 |
13F-HR | 2023-08-01 |
13F-HR | 2023-05-02 |
13F-HR | 2023-01-19 |
13F-HR | 2022-10-12 |
13F-HR | 2022-08-04 |
View Iron Horse Wealth Management, 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.