| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | 8 | Q3 2023 | 13.8% |
| UBS AG LONDON BRANCH | 8 | Q3 2023 | 4.2% |
| SPDR SER TR | 8 | Q3 2023 | 8.6% |
| VANGUARD SCOTTSDALE FDS | 8 | Q3 2023 | 7.8% |
| ISHARES INC | 8 | Q3 2023 | 3.8% |
| WISDOMTREE TR | 8 | Q3 2023 | 3.5% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 3.7% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 2.5% |
| INVESCO EXCH TRADED FD TR II | 8 | Q3 2023 | 3.4% |
| INVESCO ACTVELY MNGD ETC FD | 8 | Q3 2023 | 4.2% |
View Marion Wealth Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-08 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-07-27 |
| 13F-HR | 2022-04-08 |
| 13F-HR | 2022-02-14 |
View Marion Wealth Management'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.