Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2014 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB STRATEGIC TR | 12 | Q2 2024 | 37.4% |
VANGUARD INDEX FDS | 12 | Q2 2024 | 14.8% |
VANGUARD INDEX FDS | 12 | Q2 2024 | 11.9% |
VANGUARD SCOTTSDALE FDS | 12 | Q2 2024 | 11.8% |
VANGUARD BD INDEX FDS | 12 | Q2 2024 | 10.3% |
VANGUARD SCOTTSDALE FDS | 12 | Q2 2024 | 10.2% |
VANGUARD INDEX FDS | 12 | Q2 2024 | 9.6% |
SCHWAB STRATEGIC TR | 12 | Q2 2024 | 1.6% |
VANGUARD INDEX FDS | 12 | Q2 2024 | 1.4% |
MICROSOFT CORP | 12 | Q2 2024 | 0.8% |
View Whelan Financial's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-30 |
13F-HR | 2024-07-29 |
13F-HR | 2024-04-19 |
13F-HR | 2024-01-18 |
13F-HR | 2023-10-23 |
13F-HR | 2023-07-19 |
13F-HR | 2023-05-22 |
13F-HR | 2023-01-17 |
13F-HR | 2022-10-18 |
13F-HR | 2022-07-18 |
View Whelan Financial'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.