Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2019 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB STRATEGIC TR | 11 | Q2 2024 | 23.9% |
SPDR S&P 500 ETF TR | 11 | Q2 2024 | 7.7% |
MICROSOFT CORP | 11 | Q2 2024 | 6.2% |
APPLE INC | 11 | Q2 2024 | 5.6% |
AMAZON COM INC | 11 | Q2 2024 | 3.2% |
HOME DEPOT INC | 11 | Q2 2024 | 2.1% |
ALPHABET INC | 11 | Q2 2024 | 1.9% |
UNITEDHEALTH GROUP INC | 11 | Q2 2024 | 1.6% |
SCHWAB STRATEGIC TR | 11 | Q2 2024 | 1.5% |
NVIDIA CORPORATION | 11 | Q2 2024 | 2.9% |
View Kolinsky Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-29 |
13F-HR | 2024-08-14 |
13F-HR | 2024-05-15 |
13F-HR | 2024-02-14 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-15 |
View Kolinsky Wealth Management, 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.