| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2010 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 11 | Q2 2024 | 10.6% |
| ISHARES TR | 11 | Q2 2024 | 10.7% |
| WELLS FARGO CO NEW | 11 | Q2 2024 | 8.7% |
| SCHWAB STRATEGIC TR | 11 | Q2 2024 | 9.1% |
| ISHARES TR | 11 | Q2 2024 | 10.7% |
| SCHWAB STRATEGIC TR | 11 | Q2 2024 | 4.7% |
| SCHWAB STRATEGIC TR | 11 | Q2 2024 | 4.3% |
| MICROSOFT CORP | 11 | Q2 2024 | 3.6% |
| ISHARES TR | 11 | Q2 2024 | 4.3% |
| NVIDIA CORPORATION | 11 | Q2 2024 | 5.7% |
View Consilium Wealth Advisory, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-05 |
| 13F-HR | 2024-08-01 |
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-12 |
View Consilium Wealth Advisory, 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.