| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 18.3% |
| FIRST TR LRG CP VL ALPHADEX | 11 | Q2 2024 | 13.2% |
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 9.1% |
| SPDR SER TR | 11 | Q2 2024 | 6.2% |
| AMERICAN CENTY ETF TR | 11 | Q2 2024 | 3.5% |
| FIRST TR EXCHANGE-TRADED FD | 11 | Q2 2024 | 3.5% |
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 5.1% |
| ISHARES TR | 11 | Q2 2024 | 3.3% |
| ISHARES TR | 11 | Q2 2024 | 5.8% |
| FIRST TR EXCH TRADED FD III | 11 | Q2 2024 | 2.7% |
View Midwest Heritage Bank, FSB's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-09-05 |
| 13F-HR | 2024-07-17 |
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-13 |
View Midwest Heritage Bank, FSB'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.