| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 15 | Q2 2024 | 23.2% |
| ISHARES TR | 15 | Q2 2024 | 14.0% |
| AGF INVTS TR | 15 | Q2 2024 | 7.8% |
| APPLE INC | 15 | Q2 2024 | 1.6% |
| MICROSOFT CORP | 15 | Q2 2024 | 1.4% |
| BERKSHIRE HATHAWAY INC DEL | 15 | Q2 2024 | 0.5% |
| ALPHABET INC | 15 | Q2 2024 | 0.5% |
| PROGRESSIVE CORP | 15 | Q2 2024 | 0.3% |
| VISA INC | 15 | Q2 2024 | 0.3% |
| NIKE INC | 15 | Q2 2024 | 0.3% |
View TMD Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-20 |
| 13F-HR | 2024-08-08 |
| SC 13G/A | 2024-08-08 |
| 13F-HR | 2024-05-14 |
| SC 13G | 2024-04-16 |
| SC 13G/A | 2024-02-14 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| SC 13G/A | 2023-09-13 |
| SC 13G | 2023-08-22 |
View TMD 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.