Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2010 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Vanguard Value ETF | 8 | Q3 2023 | 16.3% |
Cincinnati Financial Corp. | 8 | Q3 2023 | 21.6% |
Procter & Gamble Co. | 8 | Q3 2023 | 10.1% |
Vanguard S&P 500 Etf | 8 | Q3 2023 | 7.2% |
Vanguard Growth Etf | 8 | Q3 2023 | 6.3% |
U.S. Bancorp | 8 | Q3 2023 | 3.6% |
DFA TA US Core Equity 2 | 8 | Q3 2023 | 3.0% |
Vanguard Mid Cap Value | 8 | Q3 2023 | 2.5% |
Schwab US Broad Market | 8 | Q3 2023 | 2.8% |
Apple, Inc. | 8 | Q3 2023 | 2.7% |
View Cassady Schiller Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-13 |
13F-HR | 2024-02-09 |
13F-HR | 2023-11-09 |
13F-HR | 2023-08-10 |
13F-HR/A | 2023-05-16 |
13F-HR | 2023-05-12 |
13F-HR | 2023-02-13 |
13F-HR | 2022-11-09 |
13F-HR | 2022-08-11 |
13F-HR | 2022-05-12 |
View Cassady Schiller 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.