| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SERIES TRUST PORTFOLIO S&P 500 ETF | 5 | Q3 2022 | 7.7% |
| INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT ETF | 5 | Q3 2022 | 7.1% |
| INVESCO QQQ TRUST UNIT SER 1 ETF | 5 | Q3 2022 | 6.5% |
| ISHARES TRUST ESG AWARE MSCI USA ETF | 5 | Q3 2022 | 5.4% |
| VANGUARD FTSE DEV MKT ETF | 5 | Q3 2022 | 4.9% |
| APPLE INC COM | 5 | Q3 2022 | 4.5% |
| SPDR SERIES TRUST SPDR BLOOMBERG ETF | 5 | Q3 2022 | 4.1% |
| ISHARES TRUST CORE S&P SCP ETF | 5 | Q3 2022 | 3.4% |
| FIRST TR EXCHANGE TRADED FD VI US EQUITY DEEP BUFFER ETF | 5 | Q3 2022 | 3.0% |
| ISHARES US ETF TRUST BLACKROCK SH MATURITY BD ETF | 5 | Q3 2022 | 2.6% |
View Strategic Asset Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-07-14 |
| 13F-HR | 2022-04-20 |
| 13F-HR | 2022-01-26 |
| 13F-HR | 2021-11-04 |
View Strategic Asset Management, 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.