| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
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.