Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Goldman ActiveBeta US Large Cap ETF | 11 | Q3 2023 | 18.3% |
iShares Core S&P 500 ETF | 11 | Q3 2023 | 9.7% |
WisdomTree US Quality Div Gr ETF | 11 | Q3 2023 | 10.3% |
Goldman ActiveBeta Int'l ETF | 11 | Q3 2023 | 8.4% |
JP Morgan Ultra-Short Income ETF | 11 | Q3 2023 | 8.5% |
Amplify BlackSwan ETF | 11 | Q3 2023 | 7.1% |
MICROSOFT CORP COM | 11 | Q3 2023 | 0.8% |
Invesco S&P 500 Pure Growth ETF | 11 | Q3 2023 | 2.0% |
META PLATFORMS INC CL A | 11 | Q3 2023 | 0.8% |
Invesco FTSE RAFI US 1000 ETF | 11 | Q3 2023 | 2.0% |
View KB FINANCIAL PARTNERS, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2023-11-15 |
13F-HR | 2023-08-15 |
13F-HR | 2023-05-17 |
13F-HR | 2023-02-21 |
13F-HR | 2022-11-15 |
13F-HR | 2022-08-11 |
13F-HR | 2022-05-17 |
13F-HR | 2022-02-18 |
13F-HR | 2021-11-16 |
13F-HR | 2021-08-17 |
View KB FINANCIAL PARTNERS, 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.