| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 11 | Q2 2024 | 13.6% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 11.1% |
| APPLE INC | 11 | Q2 2024 | 8.0% |
| DESIGNER BRANDS INC | 11 | Q2 2024 | 9.0% |
| J P MORGAN EXCHANGE-TRADED F | 11 | Q2 2024 | 8.0% |
| ISHARES TR | 11 | Q2 2024 | 6.3% |
| VANGUARD SCOTTSDALE FDS | 11 | Q2 2024 | 6.1% |
| AMAZON COM INC | 11 | Q2 2024 | 5.0% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 6.2% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 4.1% |
View YARGER WEALTH STRATEGIES, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-08-09 |
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-01-25 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
View YARGER WEALTH STRATEGIES, 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.