| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 5 | Q4 2022 | 7.1% |
| SPDR PORTFOLIO S&P 500 GROWTH ETF | 5 | Q4 2022 | 3.8% |
| VANGUARD S&P 500 ETF | 5 | Q4 2022 | 3.6% |
| SPDR PORTFOLIO S&P 500 VALUE ETF | 5 | Q4 2022 | 3.1% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 5 | Q4 2022 | 3.1% |
| SPDR S&P 500 ETF TRUST | 5 | Q4 2022 | 2.9% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | 5 | Q4 2022 | 2.0% |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 5 | Q4 2022 | 2.3% |
| ISHARES CORE U.S. AGGREGATE BOND ETF | 5 | Q4 2022 | 2.0% |
| ISHARES TIPS BOND ETF | 5 | Q4 2022 | 2.5% |
View CoreCap Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-16 |
| 13F-HR | 2024-01-16 |
| 13F-HR | 2024-01-16 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-02-10 |
View CoreCap Advisors, 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.