| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 11 | Q2 2024 | 21.6% |
| SPDR INDEX SHS FDS | 11 | Q2 2024 | 12.2% |
| PIMCO ETF TR | 11 | Q2 2024 | 9.8% |
| SPDR SER TR | 11 | Q2 2024 | 8.0% |
| PIMCO ETF TR | 11 | Q2 2024 | 9.7% |
| FRANKLIN TEMPLETON ETF TR | 11 | Q2 2024 | 4.6% |
| SSGA ACTIVE TR | 11 | Q2 2024 | 4.5% |
| SPDR INDEX SHS FDS | 11 | Q2 2024 | 3.9% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 3.9% |
| POWERSHARES ACTIVELY MANAGED | 11 | Q2 2024 | 7.6% |
View Treasure Coast Financial Planning's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-09 |
| 13F-HR | 2024-07-22 |
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-08-02 |
View Treasure Coast Financial Planning'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.