| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 15 | Q2 2024 | 8.7% |
| ISHARES TR | 15 | Q2 2024 | 8.4% |
| VANGUARD TOTAL BOND | 15 | Q2 2024 | 8.2% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 8.7% |
| VANGUARD WHITEHALL FDS | 15 | Q2 2024 | 6.7% |
| VANGUARD WORLD FDS | 15 | Q2 2024 | 6.6% |
| ISHARES TR | 15 | Q2 2024 | 6.8% |
| ISHARES TR | 15 | Q2 2024 | 5.5% |
| VANGUARD SMALL CAP ETF | 15 | Q2 2024 | 3.3% |
| VANGUARD TOTAL INTERNTL | 15 | Q2 2024 | 3.2% |
View Curran Financial Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-07-22 |
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-07-11 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-08-05 |
View Curran Financial Partners, 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.