| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard Value ETF | 11 | Q2 2024 | 17.1% |
| Procter & Gamble Co. | 11 | Q2 2024 | 10.1% |
| CINCINNATI FINL CORP | 11 | Q2 2024 | 21.6% |
| Vanguard S&P 500 Etf | 11 | Q2 2024 | 8.5% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 8.1% |
| US BANCORP DEL | 11 | Q2 2024 | 3.6% |
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 3.0% |
| Vanguard Mid Cap Value | 11 | Q2 2024 | 2.7% |
| Schwab US Broad Market | 11 | Q2 2024 | 2.8% |
| APPLE INC | 11 | Q2 2024 | 2.7% |
View Cassady Schiller Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-20 |
| 13F-HR | 2024-08-12 |
| 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 |
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.