Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2020 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 8 | Q3 2023 | 13.9% |
ISHARES INC | 8 | Q3 2023 | 17.0% |
ISHARES TR | 8 | Q3 2023 | 6.1% |
INVESCO QQQ TR | 8 | Q3 2023 | 3.5% |
APPLE INC | 8 | Q3 2023 | 2.9% |
KIMBERLY-CLARK CORP | 8 | Q3 2023 | 1.7% |
MICROSOFT CORP | 8 | Q3 2023 | 1.0% |
AMAZON COM INC | 8 | Q3 2023 | 1.0% |
ISHARES TR | 8 | Q3 2023 | 0.9% |
JOHN HANCOCK EXCHANGE TRADED | 8 | Q3 2023 | 0.9% |
View AVAII WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-29 |
13F-HR | 2024-02-05 |
13F-HR | 2023-10-24 |
13F-HR | 2023-07-31 |
13F-HR | 2023-04-10 |
13F-HR | 2023-01-25 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-12 |
13F-HR | 2022-04-14 |
13F-HR | 2022-02-14 |
View AVAII 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.