| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR CORE S&P500 ETF | 15 | Q2 2024 | 30.0% |
| SPDR TR S&P 500 ETF UNIT SER 1 | 15 | Q2 2024 | 18.4% |
| VANGUARD INDEX FDS S&P 500 ETF SHS | 15 | Q2 2024 | 12.5% |
| ISHARES TR MSCI USA QLT FCT | 15 | Q2 2024 | 6.9% |
| INVESCO EXCHANGE TRADED FD TS&P500 QUALITY | 15 | Q2 2024 | 8.8% |
| VANGUARD TOTAL STOCK MARKET ETF | 15 | Q2 2024 | 5.6% |
| ISHARES TR CORE DIV GRWTH | 15 | Q2 2024 | 4.5% |
| VANGUARD SPECIALIZED FUNDS DIV APP ETF | 15 | Q2 2024 | 4.6% |
| ISHARES TR MSCI USA MIN VOL | 15 | Q2 2024 | 4.4% |
| SCHWAB STRATEGIC TR US LCAP GR ETF | 15 | Q2 2024 | 2.7% |
View Hoese & Co LLP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-09-04 |
| 13F-HR | 2024-07-03 |
| 13F-HR | 2024-04-08 |
| 13F-HR | 2024-01-04 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-07 |
| 13F-HR | 2023-01-10 |
| 13F-HR | 2022-10-07 |
| 13F-HR | 2022-07-12 |
View Hoese & Co LLP'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.