| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 23.9% |
| SPDR S&P 500 ETF TR | 8 | Q3 2023 | 7.7% |
| MICROSOFT CORP | 8 | Q3 2023 | 5.6% |
| APPLE INC | 8 | Q3 2023 | 5.6% |
| FIRST TR EXCHANGE-TRADED FD | 8 | Q3 2023 | 3.6% |
| AMAZON COM INC | 8 | Q3 2023 | 3.2% |
| HOME DEPOT INC | 8 | Q3 2023 | 2.1% |
| UNITEDHEALTH GROUP INC | 8 | Q3 2023 | 1.6% |
| ALPHABET INC | 8 | Q3 2023 | 1.5% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 1.2% |
View Kolinsky Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-01-20 |
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.