| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR US LARGE-CAP GROWTH ETF | 11 | Q2 2024 | 13.4% |
| TIMOTHY PLAN HIGH DIVID STK ETF | 11 | Q2 2024 | 1.2% |
| TIMOTHY PLAN U S LARGE/MID CAP CORE ETF | 10 | Q2 2024 | 1.8% |
| INVESCO EXCH TRADED FD TR II | 10 | Q2 2024 | 1.2% |
| JANUS DETROIT STR TR HENDERSON SMALL CAP GROWTH ALPHA ETF | 10 | Q2 2024 | 1.4% |
| SCHWAB STRATEGIC TR SHORT-TERM US TREASURY ETF | 10 | Q2 2024 | 1.0% |
| SPDR SER TR | 9 | Q2 2024 | 83.3% |
| ISHARES TR CORE S&P U S GROWTH ETF | 9 | Q2 2024 | 7.0% |
| VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 1000 GROWTH INDEX FD ETF SHS ISIN#US92206C6802 | 9 | Q2 2024 | 6.6% |
| SPDR SER TR PORTFOLIO S&P 500 ETF | 9 | Q2 2024 | 5.2% |
View WIN ADVISORS, INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-22 |
| 13F-HR | 2024-08-02 |
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-07-18 |
View WIN ADVISORS, INC'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.