| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 9.4% |
| SPDR INDEX SHS FDS | 19 | Q2 2024 | 4.1% |
| INVESCO QQQ TR | 18 | Q2 2024 | 4.1% |
| VANGUARD TAX-MANAGED INTL FD | 18 | Q2 2024 | 4.1% |
| SCHWAB STRATEGIC TR | 16 | Q2 2024 | 4.6% |
| SCHWAB STRATEGIC TR | 15 | Q2 2023 | 11.5% |
| SCHWAB STRATEGIC TR | 15 | Q2 2024 | 2.5% |
| ABRDN SILVER ETF TRUST | 14 | Q2 2024 | 5.7% |
| VANECK VECTORS ETF TRUST | 14 | Q2 2024 | 4.2% |
| GLOBAL X FDS | 14 | Q2 2024 | 1.8% |
View Systelligence, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-25 |
| 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 |
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.