Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2011 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB STRATEGIC TR | 29 | Q2 2024 | 10.8% |
SCHWAB STRATEGIC TR | 29 | Q2 2024 | 8.8% |
SCHWAB STRATEGIC TR | 29 | Q2 2024 | 8.1% |
VANGUARD CHARLOTTE FDS | 29 | Q2 2024 | 2.2% |
APPLE INC | 29 | Q2 2024 | 1.5% |
MICROSOFT CORP | 28 | Q2 2024 | 0.8% |
AMAZON COM INC | 28 | Q2 2024 | 0.8% |
META PLATFORMS INC | 28 | Q2 2024 | 0.6% |
JOHNSON & JOHNSON | 28 | Q2 2024 | 0.3% |
ALPHABET INC | 27 | Q2 2024 | 0.5% |
View Invst, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-08-16 |
13F-HR | 2024-05-24 |
13F-HR | 2024-02-07 |
13F-HR | 2023-11-21 |
13F-HR | 2023-07-28 |
13F-HR | 2023-04-28 |
13F-HR | 2023-02-01 |
13F-HR | 2022-11-23 |
13F-HR | 2022-08-11 |
13F-HR | 2022-05-12 |
View Invst, 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.