| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Ishares Tr Barclays Bond | 11 | Q3 2023 | 35.9% |
| ISHARES TR | 11 | Q3 2023 | 18.4% |
| Spdr Gold TRUST | 11 | Q3 2023 | 18.3% |
| SELECT SECTOR SPDR TR | 11 | Q3 2023 | 22.8% |
| ISHARES TR | 11 | Q3 2023 | 12.4% |
| VANGUARD INTL EQUITY INDEX F | 11 | Q3 2023 | 7.0% |
| Schw US Lcap Val Etf | 11 | Q3 2023 | 0.8% |
| APPLE INC | 11 | Q3 2023 | 0.7% |
| META PLATFORMS INC | 11 | Q3 2023 | 0.8% |
| Schw Intl Eq Etf | 11 | Q3 2023 | 0.7% |
View Cadence Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-09 |
| 13F-HR | 2021-11-04 |
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.