Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2020 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 8 | Q3 2023 | 13.6% |
VANGUARD INDEX FDS | 8 | Q3 2023 | 11.1% |
DESIGNER BRANDS INC | 8 | Q3 2023 | 9.0% |
APPLE INC | 8 | Q3 2023 | 8.0% |
J P MORGAN EXCHANGE-TRADED F | 8 | Q3 2023 | 8.0% |
ISHARES TR | 8 | Q3 2023 | 6.3% |
VANGUARD SCOTTSDALE FDS | 8 | Q3 2023 | 6.1% |
VANGUARD INDEX FDS | 8 | Q3 2023 | 6.2% |
AMAZON COM INC | 8 | Q3 2023 | 5.0% |
VANGUARD INDEX FDS | 8 | Q3 2023 | 4.1% |
View YARGER WEALTH STRATEGIES, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-04-15 |
13F-HR | 2022-02-15 |
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.