| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SERIES TRUST PRTFLO S&P500 VL ETF | 15 | Q2 2024 | 24.7% |
| VANGUARD MSCI EAFE ETF | 15 | Q2 2024 | 15.7% |
| FRST TRT LOW DTN OPNTS ETF IV | 15 | Q2 2024 | 10.7% |
| SPDR SERIES TRUST PORTFOLIO AGRGTE ETF | 15 | Q2 2024 | 18.2% |
| VANGUARD TOTAL INTERNATLBND ETF IV | 15 | Q2 2024 | 8.8% |
| SPDR S&P 500 VALUE ETF | 15 | Q2 2024 | 24.5% |
| ISHARES TRUST S&P NATIONAL AMT-FREE MUNI ETF | 15 | Q2 2024 | 5.1% |
| ISHRS CORE MOD ALLO | 15 | Q2 2024 | 5.6% |
| VANGUARD TOTAL STOCK MARKET ETF | 15 | Q2 2024 | 2.9% |
| ISHARES TRUST FLTG RATE NT FD ETF | 15 | Q2 2024 | 4.1% |
View Weitzel Financial Services, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-06 |
| 13F-HR | 2024-04-10 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-07-07 |
| 13F-HR | 2023-04-05 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-11 |
| 13F-HR | 2022-04-07 |
View Weitzel Financial Services, Inc.'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.