| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 8 | Q3 2023 | 10.9% |
| SPDR SER TR | 8 | Q3 2023 | 8.5% |
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 9.3% |
| PIMCO ETF TR | 8 | Q3 2023 | 7.3% |
| SPDR SER TR | 8 | Q3 2023 | 4.9% |
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 4.6% |
| ISHARES TR | 8 | Q3 2023 | 4.8% |
| PIMCO ETF TR | 8 | Q3 2023 | 5.3% |
| SPDR INDEX SHS FDS | 8 | Q3 2023 | 4.3% |
| PIMCO ETF TR | 8 | Q3 2023 | 3.9% |
View CarsonAllaria Wealth Management, Ltd.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-04-26 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-05-05 |
| 13F-HR | 2022-02-10 |
View CarsonAllaria Wealth Management, Ltd.'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.