| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard SP 500 ETF | 6 | Q3 2023 | 24.2% |
| Invesco QQQ Trust | 6 | Q3 2023 | 18.2% |
| Vanguard Value ETF | 6 | Q3 2023 | 8.8% |
| ISHARES TR | 6 | Q3 2023 | 5.0% |
| ISHARES TR | 6 | Q3 2023 | 5.3% |
| ISHARES TR | 6 | Q3 2023 | 5.3% |
| VANGUARD WHITEHALL FDS | 6 | Q3 2023 | 3.1% |
| APPLE INC | 6 | Q3 2023 | 2.2% |
| MICROSOFT CORP | 6 | Q3 2023 | 0.9% |
| SPDR S&P 500 ETF Trust | 6 | Q3 2023 | 1.0% |
View EdgeRock Capital LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-07-11 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-02-14 |
| 13F-HR/A | 2022-10-14 |
| 13F-HR | 2022-10-05 |
| 13F-HR | 2022-08-03 |
View EdgeRock Capital 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.