| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 6 | Q1 2023 | 13.3% |
| Invesco S&P 500 Equal Weight ETF | 6 | Q1 2023 | 10.5% |
| Vanguard Mid Cap ETF IV | 6 | Q1 2023 | 9.2% |
| SPDR S&P 500 ETF TR | 6 | Q1 2023 | 15.1% |
| ISHARES TR | 6 | Q1 2023 | 15.2% |
| SPDR GOLD TR | 6 | Q1 2023 | 2.4% |
| VANGUARD SPECIALIZED FUNDS | 5 | Q1 2023 | 28.4% |
| SCHWAB STRATEGIC TR | 5 | Q1 2023 | 25.6% |
| VANGUARD WORLD FD | 5 | Q1 2023 | 7.1% |
| SCHWAB STRATEGIC TR | 5 | Q1 2023 | 3.2% |
View Transparent Wealth Partners LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-01-25 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-04-13 |
| 13F-HR | 2022-02-15 |
View Transparent Wealth Partners 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.