| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| iShares Core US Growth ETF | 12 | Q2 2024 | 15.4% |
| iShares Core S&P US Value ETF | 12 | Q2 2024 | 11.0% |
| Apple Inc | 12 | Q2 2024 | 8.1% |
| SPDR Portfolio S&P 500 Value ETF | 12 | Q2 2024 | 5.8% |
| SPDR Portfolio S&P 500 Growth ETF | 12 | Q2 2024 | 8.5% |
| iShares Russell 3000 ETF | 12 | Q2 2024 | 7.0% |
| iShares Core S&P Mid-Cap ETF | 12 | Q2 2024 | 5.5% |
| iShares Core S&P 500 ETF | 12 | Q2 2024 | 6.6% |
| iShares MSCI Acwi ETF | 12 | Q2 2024 | 4.4% |
| Dimensional US Equity ETF | 12 | Q2 2024 | 3.8% |
View Financial Council, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-22 |
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-05-17 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-08-02 |
View Financial Council, 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.