| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Ishares Tr Barclays Bond | 14 | Q2 2024 | 35.9% |
| ISHARES TR | 14 | Q2 2024 | 18.4% |
| Spdr Gold TRUST | 14 | Q2 2024 | 18.3% |
| SELECT SECTOR SPDR TR | 14 | Q2 2024 | 22.8% |
| ISHARES TR | 14 | Q2 2024 | 12.4% |
| VANGUARD INTL EQUITY INDEX F | 14 | Q2 2024 | 7.0% |
| Schw US Lcap Val Etf | 14 | Q2 2024 | 1.1% |
| META PLATFORMS INC | 14 | Q2 2024 | 1.0% |
| APPLE INC | 14 | Q2 2024 | 0.7% |
| CVS HEALTH CORP | 14 | Q2 2024 | 0.5% |
View Cadence Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-20 |
| 13F-HR | 2024-07-31 |
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
View Cadence 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.