| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 15 | Q2 2024 | 23.4% |
| ISHARES TR | 15 | Q2 2024 | 15.6% |
| VANGUARD WORLD FD | 15 | Q2 2024 | 3.4% |
| APPLE INC | 15 | Q2 2024 | 0.6% |
| PROCTER AND GAMBLE CO | 15 | Q2 2024 | 0.9% |
| MICROSOFT CORP | 15 | Q2 2024 | 0.6% |
| CATERPILLAR INC | 15 | Q2 2024 | 0.5% |
| HUNTINGTON BANCSHARES INC | 15 | Q2 2024 | 0.4% |
| NORTHERN LTS FD TR IV | 14 | Q2 2024 | 6.8% |
| ISHARES TR CORE | 13 | Q2 2024 | 5.2% |
View Strategic Equity Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-27 |
| 13F-HR | 2024-07-31 |
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-10-17 |
| 13F-HR | 2022-07-26 |
View Strategic Equity Management'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.