Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB STRATEGIC TR | 11 | Q2 2024 | 16.5% |
J P MORGAN EXCHANGE-TRADED F | 11 | Q2 2024 | 7.6% |
FIRST TR EXCH TRADED FD III | 11 | Q2 2024 | 6.0% |
SCHWAB STRATEGIC TR | 11 | Q2 2024 | 12.6% |
SPDR SER TR | 11 | Q2 2024 | 4.6% |
SPDR SER TR | 11 | Q2 2024 | 4.9% |
SCHWAB STRATEGIC TR | 11 | Q2 2024 | 8.5% |
APPLE INC | 11 | Q2 2024 | 2.5% |
VANGUARD TAX-MANAGED INTL FD | 11 | Q2 2024 | 3.4% |
BERKSHIRE HATHAWAY INC DEL | 11 | Q2 2024 | 2.0% |
View ADAMSBROWN WEALTH CONSULTANTS LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-21 |
13F-HR | 2024-07-12 |
13F-HR | 2024-04-30 |
13F-HR | 2024-01-29 |
13F-HR | 2023-10-24 |
13F-HR | 2023-07-12 |
13F-HR | 2023-05-10 |
13F-HR | 2023-01-27 |
13F-HR | 2022-10-27 |
13F-HR | 2022-07-27 |
View ADAMSBROWN WEALTH CONSULTANTS 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.