| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard High Dividend Yield ETF | 8 | Q3 2023 | 32.7% |
| iShares Core S&P Small-Cap ETF | 8 | Q3 2023 | 11.3% |
| Vanguard Total Stock Market ETF | 8 | Q3 2023 | 12.7% |
| Vanguard Mid-Cap Growth ETF | 8 | Q3 2023 | 6.3% |
| Vanguard FTSE Developed Markets ETF | 8 | Q3 2023 | 5.1% |
| Vanguard FTSE All-World ex-US Sm-Cp ETF | 8 | Q3 2023 | 3.9% |
| iShares National Muni Bond ETF | 8 | Q3 2023 | 5.0% |
| iShares S&P Small-Cap 600 Value ETF | 8 | Q3 2023 | 2.9% |
| iShares Edge MSCI Min Vol Global ETF | 8 | Q3 2023 | 4.1% |
| SPDR S&P 500 ETF | 8 | Q3 2023 | 3.3% |
View Operose Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-14 |
View Operose Advisors 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.