| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 8 | Q3 2023 | 29.9% |
| VANGUARD SPECIALIZED FUNDS | 8 | Q3 2023 | 10.6% |
| J P MORGAN EXCHANGE-TRADED F | 8 | Q3 2023 | 6.1% |
| VANGUARD STAR FDS | 8 | Q3 2023 | 7.5% |
| SPDR SER TR | 8 | Q3 2023 | 3.9% |
| PIMCO ETF TR | 8 | Q3 2023 | 4.3% |
| ISHARES TR | 8 | Q3 2023 | 4.3% |
| SPDR S&P 500 ETF TR | 8 | Q3 2023 | 2.5% |
| APPLE INC | 8 | Q3 2023 | 2.6% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 2.2% |
View HB Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-15 |
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.