| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SYNTAX ETF TR | 11 | Q2 2024 | 16.4% |
| J P MORGAN EXCHANGE-TRADED F | 11 | Q2 2024 | 9.4% |
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 8.1% |
| SCHWAB STRATEGIC TR | 11 | Q2 2024 | 5.2% |
| ISHARES TR | 11 | Q2 2024 | 8.3% |
| INVESCO EXCHANGE TRADED FD T | 11 | Q2 2024 | 4.9% |
| SCHWAB STRATEGIC TR | 11 | Q2 2024 | 6.0% |
| ISHARES TR | 11 | Q2 2024 | 4.4% |
| S&P GLOBAL INC | 11 | Q2 2024 | 2.5% |
| ISHARES TR | 11 | Q2 2024 | 2.7% |
View Fortress Wealth Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-19 |
| 13F-HR | 2024-07-16 |
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-17 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-07-27 |
View Fortress Wealth Management, 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.