Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB STRATEGIC TR | 11 | Q3 2023 | 16.5% |
SCHWAB STRATEGIC TR | 11 | Q3 2023 | 16.5% |
SCHWAB STRATEGIC TR | 11 | Q3 2023 | 1.4% |
VANGUARD INDEX FDS | 11 | Q3 2023 | 0.4% |
BARCLAYS BANK PLC | 10 | Q2 2023 | 5.3% |
DIMENSIONAL ETF TRUST | 9 | Q3 2023 | 8.5% |
VANGUARD INDEX FDS | 9 | Q2 2023 | 8.4% |
MICROSOFT CORP | 9 | Q3 2023 | 4.0% |
UNITED PARCEL SERVICE INC | 9 | Q3 2023 | 2.5% |
VANGUARD INTL EQUITY INDEX F | 9 | Q2 2023 | 3.1% |
View Advisory Services & Investments, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-18 |
13F-HR | 2024-02-13 |
13F-HR | 2023-10-10 |
13F-HR | 2023-07-28 |
13F-HR | 2023-04-27 |
13F-HR | 2023-02-09 |
13F-HR | 2022-10-13 |
13F-HR | 2022-07-27 |
13F-HR | 2022-04-27 |
13F-HR | 2022-02-08 |
View Advisory Services & Investments, 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.