| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 15 | Q2 2024 | 76.9% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 18.2% |
| SCHWAB STRATEGIC TR | 15 | Q2 2024 | 7.4% |
| ISHARES TR | 15 | Q2 2024 | 3.3% |
| SPDR DOW JONES INDL AVERAGE | 15 | Q2 2024 | 0.7% |
| ISHARES TR | 15 | Q2 2024 | 1.1% |
| SPDR SER TR | 15 | Q2 2024 | 0.4% |
| ISHARES TR | 15 | Q2 2024 | 0.3% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 0.2% |
| SCHWAB STRATEGIC TR | 14 | Q2 2024 | 12.0% |
View Ashford Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-15 |
| N-PX | 2024-07-09 |
| 13F-HR | 2024-04-26 |
| 13F-HR/A | 2024-02-12 |
| 13F-HR/A | 2024-02-12 |
| 13F-HR/A | 2024-02-12 |
| 13F-HR/A | 2024-02-12 |
| 13F-HR/A | 2024-02-01 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-11-08 |
View Ashford Advisors, 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.