| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR GOLD TR | 3 | Q2 2021 | 5.7% |
| INVESCO QQQ TR | 3 | Q2 2021 | 4.7% |
| VANGUARD BD INDEX FDS | 3 | Q2 2021 | 4.5% |
| ISHARES TR | 3 | Q2 2021 | 4.2% |
| VANGUARD INDEX FDS | 3 | Q2 2021 | 5.0% |
| VANGUARD SPECIALIZED FUNDS | 3 | Q2 2021 | 3.6% |
| VANGUARD BD INDEX FDS | 3 | Q2 2021 | 3.6% |
| VANGUARD INTL EQUITY INDEX F | 3 | Q2 2021 | 3.1% |
| SPDR SER TR | 3 | Q2 2021 | 2.6% |
| VANGUARD INDEX FDS | 3 | Q2 2021 | 2.3% |
View Novak Financial Planning, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-07-21 |
| 13F-HR | 2021-04-09 |
| 13F-HR | 2021-02-02 |
View Novak Financial Planning, 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.