Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD TOTAL STK MKT ETF | 15 | Q2 2024 | 11.9% |
VANGUARD SMALL CP ETF | 15 | Q2 2024 | 9.8% |
VANGUARD S&P 500 ETF SHS | 15 | Q2 2024 | 11.4% |
ISHARES TRUST CORE 1 5 YR USD ETF | 15 | Q2 2024 | 22.9% |
VANGUARD MID-CAP INDEX FUND | 15 | Q2 2024 | 6.5% |
VANGUARD SPECIALIZED FUNDS DIV APP ETF | 15 | Q2 2024 | 6.1% |
VANGUARD WORLD FD | 15 | Q2 2024 | 6.2% |
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | 15 | Q2 2024 | 3.9% |
APPLE INC COM USD0.00001 | 15 | Q2 2024 | 6.8% |
ISHARES TRUST RUSSELL 3000 ETF | 15 | Q2 2024 | 6.3% |
View McClarren Financial Advisors, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR/A | 2024-07-26 |
13F-HR | 2024-07-26 |
N-PX | 2024-07-26 |
13F-HR | 2024-05-03 |
13F-HR | 2024-02-02 |
13F-HR | 2023-11-06 |
13F-HR | 2023-08-07 |
13F-HR | 2023-05-05 |
13F-HR | 2023-01-30 |
13F-HR | 2022-11-01 |
View McClarren Financial Advisors, 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.