| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 9 | Q2 2024 | 30.2% |
| INVESCO QQQ TR | 9 | Q2 2024 | 16.1% |
| ISHARES TR | 9 | Q2 2024 | 14.3% |
| ISHARES TR | 9 | Q2 2024 | 7.9% |
| SPDR SER TR | 9 | Q2 2024 | 7.3% |
| VANGUARD SPECIALIZED FUNDS | 9 | Q2 2024 | 5.4% |
| VANGUARD INTL EQUITY INDEX F | 9 | Q2 2024 | 3.1% |
| VANGUARD INDEX FDS | 9 | Q2 2024 | 1.9% |
| APPLE INC | 9 | Q2 2024 | 1.5% |
| EASTGROUP PPTYS INC | 9 | Q2 2024 | 0.7% |
View New Perspectives, Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-17 |
| 13F-HR | 2024-04-22 |
| 13F-HR | 2023-01-25 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-04-07 |
| 13F-HR | 2022-04-07 |
| 13F-HR | 2022-02-09 |
View New Perspectives, Inc'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.