Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2022 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 5 | Q3 2023 | 19.0% |
JOHN HANCOCK EXCHANGE TRADED | 5 | Q3 2023 | 19.1% |
ISHARES TR | 5 | Q3 2023 | 9.1% |
EXXON MOBIL CORP | 5 | Q3 2023 | 8.4% |
ISHARES TR | 5 | Q3 2023 | 8.5% |
INVESCO QQQ TR | 5 | Q3 2023 | 5.4% |
ISHARES TR | 5 | Q3 2023 | 6.0% |
ISHARES TR | 5 | Q3 2023 | 7.7% |
DIMENSIONAL ETF TRUST | 5 | Q3 2023 | 3.7% |
CADENCE DESIGN SYSTEM INC | 5 | Q3 2023 | 1.6% |
View ENZI WEALTH's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-16 |
13F-HR | 2024-02-14 |
13F-HR | 2023-10-16 |
13F-HR | 2023-07-14 |
13F-HR | 2023-04-18 |
13F-HR | 2023-01-25 |
13F-HR | 2022-11-14 |
View ENZI WEALTH'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.