| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 11 | Q2 2024 | 19.6% |
| FIRST TR EXCHANGE-TRADED FD | 11 | Q2 2024 | 5.7% |
| FIRST TR EXCHNG TRADED FD VI | 11 | Q2 2024 | 6.9% |
| VANGUARD INTL EQUITY INDEX F | 11 | Q2 2024 | 4.5% |
| ISHARES TR | 11 | Q2 2024 | 8.7% |
| WISDOMTREE TR | 11 | Q2 2024 | 2.9% |
| FIRST TR EXCHANGE TRADED FD | 11 | Q2 2024 | 2.4% |
| APPLE INC | 11 | Q2 2024 | 1.9% |
| SPDR SER TR | 11 | Q2 2024 | 3.6% |
| MICROSOFT CORP | 11 | Q2 2024 | 1.6% |
View Sweet Financial Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-15 |
| 13F-HR | 2024-07-18 |
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-03 |
View Sweet Financial Partners, 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.