| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 3 | Q3 2023 | 4.1% |
| PROCTER AND GAMBLE CO | 3 | Q3 2023 | 3.5% |
| VANGUARD INDEX FDS | 3 | Q3 2023 | 2.8% |
| TESLA INC | 3 | Q3 2023 | 2.7% |
| VANGUARD STAR FDS | 3 | Q3 2023 | 3.1% |
| INVESCO QQQ TR | 3 | Q3 2023 | 2.6% |
| VANGUARD BD INDEX FDS | 3 | Q3 2023 | 3.3% |
| ISHARES TR | 3 | Q3 2023 | 2.5% |
| ISHARES TR | 3 | Q3 2023 | 2.3% |
| VANGUARD INDEX FDS | 3 | Q3 2023 | 2.1% |
View Strategic Financial Concepts, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-09-07 |
| 13F-HR | 2023-09-07 |
View Strategic Financial Concepts, 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.