Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2020 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR SER TR | 7 | Q3 2023 | 20.8% |
ISHARES TR | 7 | Q3 2023 | 17.8% |
VANGUARD INDEX FDS | 7 | Q3 2023 | 18.7% |
VANGUARD INTL EQUITY INDEX F | 7 | Q3 2023 | 7.4% |
VANGUARD INDEX FDS | 7 | Q3 2023 | 5.2% |
VANGUARD CHARLOTTE FDS | 7 | Q3 2023 | 5.5% |
VANGUARD INDEX FDS | 7 | Q3 2023 | 4.9% |
VANGUARD SCOTTSDALE FDS | 7 | Q3 2023 | 5.1% |
VANGUARD BD INDEX FDS | 7 | Q3 2023 | 2.5% |
ISHARES TR | 7 | Q3 2023 | 2.2% |
View Investments & Financial Planning, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-03 |
13F-HR | 2024-01-18 |
13F-HR | 2023-10-18 |
13F-HR | 2023-07-18 |
13F-HR | 2023-05-02 |
13F-HR | 2023-03-01 |
13F-HR | 2022-08-11 |
13F-HR | 2022-05-09 |
13F-HR | 2022-02-11 |
View Investments & Financial Planning, 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.