Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
GOLDMAN SACHS ETF TRUST ACTIVEBETA U S LARGE CAP EQ | 4 | Q3 2022 | 24.8% |
GOLDMAN SACHS ETF TRUST ACCESS U.S. AGGREGATE BOND ETF | 4 | Q3 2022 | 16.5% |
GOLDMAN SACHS MARKTBTA US EQY ETF | 4 | Q3 2022 | 7.4% |
GOLDMAN SACHS ETF TRUST ACCESS INVT GR ETF | 4 | Q3 2022 | 6.7% |
GOLDMAN SACHS ETF TRUST ACTIVEBETA US ETF | 4 | Q3 2022 | 4.6% |
MORGAN STANLEY INST GLOBAL OPP I | 4 | Q3 2022 | 4.9% |
GOLDMAN SACHS ETF TRUST ACTIVEBETA INT ETF | 4 | Q3 2022 | 7.1% |
MORGAN STANLEY INST GLOBAL INSGT I | 4 | Q3 2022 | 4.3% |
GOLDMAN SACHS ETF TRUST ACCESS INFLATI ETF | 4 | Q3 2022 | 2.9% |
ISHARES TRUST JPMORGAN USD EMG ETF | 4 | Q3 2022 | 3.2% |
View MILESTONE WEALTH, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR/A | 2022-11-16 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-12 |
13F-HR | 2022-05-17 |
13F-HR | 2022-02-16 |
View MILESTONE WEALTH, 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.