Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB STRATEGIC TR | 17 | Q4 2023 | 9.4% |
SPDR INDEX SHS FDS | 17 | Q4 2023 | 4.1% |
INVESCO QQQ TR | 16 | Q4 2023 | 4.1% |
VANGUARD TAX-MANAGED INTL FD | 16 | Q4 2023 | 4.1% |
SCHWAB STRATEGIC TR | 15 | Q2 2023 | 11.5% |
SCHWAB STRATEGIC TR | 14 | Q4 2023 | 4.6% |
SCHWAB STRATEGIC TR | 13 | Q4 2023 | 2.5% |
ABRDN SILVER ETF TRUST | 12 | Q4 2023 | 5.7% |
SPDR SER TR | 12 | Q3 2023 | 8.3% |
SPDR SER TR | 12 | Q4 2022 | 7.1% |
View Systelligence, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-12 |
13F-HR | 2024-01-08 |
13F-HR | 2023-10-10 |
13F-HR | 2023-07-13 |
13F-HR | 2023-04-19 |
13F-HR | 2023-01-11 |
13F-HR | 2022-10-26 |
13F-HR | 2022-07-26 |
13F-HR | 2022-06-08 |
13F-HR | 2022-01-18 |
View Systelligence, 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.