Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 11 | Q2 2024 | 29.9% |
VANGUARD SPECIALIZED FUNDS | 11 | Q2 2024 | 10.6% |
J P MORGAN EXCHANGE-TRADED F | 11 | Q2 2024 | 6.1% |
VANGUARD STAR FDS | 11 | Q2 2024 | 7.5% |
SPDR SER TR | 11 | Q2 2024 | 4.0% |
PIMCO ETF TR | 11 | Q2 2024 | 4.3% |
ISHARES TR | 11 | Q2 2024 | 4.3% |
SPDR S&P 500 ETF TR | 11 | Q2 2024 | 2.5% |
APPLE INC | 11 | Q2 2024 | 2.7% |
HOME DEPOT INC | 11 | Q2 2024 | 3.4% |
View HB Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-26 |
N-PX | 2024-07-26 |
13F-HR | 2024-04-30 |
13F-HR | 2024-01-16 |
13F-HR | 2023-10-13 |
13F-HR | 2023-07-13 |
13F-HR | 2023-04-13 |
13F-HR | 2023-01-20 |
13F-HR | 2022-10-19 |
13F-HR | 2022-07-15 |
View HB Wealth Management, 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.