Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD WHITEHALL FDS HIGH DIV YLD | 8 | Q3 2023 | 7.5% |
DIMENSIONAL ETF TRUST US CORE EQUITY 2 | 8 | Q3 2023 | 7.2% |
VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | 8 | Q3 2023 | 5.7% |
ISHARES TR | 8 | Q3 2023 | 4.8% |
ISHARES TR | 8 | Q3 2023 | 4.5% |
ISHARES TR | 8 | Q3 2023 | 4.2% |
APPLE INC | 8 | Q3 2023 | 3.4% |
ISHARES TR MSCI USA MIN VOL | 8 | Q3 2023 | 3.1% |
ISHARES TR | 8 | Q3 2023 | 3.0% |
VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR | 8 | Q3 2023 | 3.0% |
View Investment Advisory Group, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-29 |
13F-HR | 2024-01-30 |
13F-HR | 2023-10-16 |
13F-HR | 2023-07-17 |
13F-HR | 2023-05-02 |
13F-HR | 2023-01-19 |
13F-HR | 2022-10-24 |
13F-HR | 2022-07-18 |
13F-HR | 2022-04-29 |
13F-HR | 2022-02-11 |
View Investment Advisory Group, 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.