| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO QQQ TR | 3 | Q3 2023 | 14.7% |
| WISDOMTREE TR | 3 | Q3 2023 | 18.2% |
| TESLA INC | 3 | Q3 2023 | 10.3% |
| ISHARES TR | 3 | Q3 2023 | 11.3% |
| VANGUARD SCOTTSDALE FDS | 3 | Q3 2023 | 8.2% |
| VANGUARD SCOTTSDALE FDS | 3 | Q3 2023 | 7.3% |
| ISHARES TR | 3 | Q3 2023 | 8.1% |
| WISDOMTREE TR | 3 | Q3 2023 | 5.2% |
| ISHARES TR | 3 | Q3 2023 | 4.1% |
| SPDR SER TR | 3 | Q3 2023 | 2.6% |
View Lauer Wealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-12 |
View Lauer Wealth, 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.