Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
INVESCO QQQ TR | 6 | Q2 2024 | 14.7% |
WISDOMTREE TR | 6 | Q2 2024 | 18.2% |
TESLA INC | 6 | Q2 2024 | 11.0% |
ISHARES TR | 6 | Q2 2024 | 11.3% |
VANGUARD SCOTTSDALE FDS | 6 | Q2 2024 | 8.2% |
ISHARES TR | 6 | Q2 2024 | 8.1% |
VANGUARD SCOTTSDALE FDS | 6 | Q2 2024 | 7.3% |
WISDOMTREE TR | 6 | Q2 2024 | 5.2% |
ISHARES TR | 6 | Q2 2024 | 6.1% |
SPDR SER TR | 6 | Q2 2024 | 2.6% |
View Lauer Wealth, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-16 |
N-PX | 2024-07-16 |
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.