Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INCORPORATED | 8 | Q3 2023 | 3.8% |
VANGUARD S&P 500 ETF | 8 | Q3 2023 | 3.6% |
SPDR S&P 500 ETF TRUST | 8 | Q3 2023 | 14.8% |
MICROSOFT CORPORATION | 8 | Q3 2023 | 2.7% |
HOME DEPOT INCORPORATED | 8 | Q3 2023 | 1.5% |
UNITEDHEALTH GROUP INCORPORATED | 8 | Q3 2023 | 1.7% |
VANGUARD MID-CAP INDEX FUND | 8 | Q3 2023 | 3.6% |
WALMART INCORPORATED | 8 | Q3 2023 | 1.6% |
AMERICAN EXPRESS COMPANY | 8 | Q3 2023 | 1.3% |
INVESCO FTSE RAFI US 1000 ETF | 7 | Q2 2023 | 8.5% |
View SAXON INTERESTS, INC.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-18 |
13F-HR | 2024-01-18 |
13F-HR | 2023-10-12 |
13F-HR | 2023-07-13 |
13F-HR | 2023-04-06 |
13F-HR | 2023-01-24 |
13F-HR | 2022-10-19 |
13F-HR | 2022-07-25 |
13F-HR | 2022-05-16 |
13F-HR | 2022-02-11 |
View SAXON INTERESTS, INC.'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.