Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2021 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR SER TR | 8 | Q3 2023 | 16.2% |
SPDR INDEX SHS FDS | 8 | Q3 2023 | 11.7% |
PIMCO ETF TR | 8 | Q3 2023 | 9.8% |
SPDR SER TR | 8 | Q3 2023 | 8.0% |
PIMCO ETF TR | 8 | Q3 2023 | 9.7% |
SSGA ACTIVE TR | 8 | Q3 2023 | 4.5% |
FRANKLIN TEMPLETON ETF TR | 8 | Q3 2023 | 4.3% |
SPDR INDEX SHS FDS | 8 | Q3 2023 | 3.9% |
VANGUARD INDEX FDS | 8 | Q3 2023 | 3.9% |
INVESCO ACTIVELY MANAGED ETF | 8 | Q3 2023 | 7.6% |
View Treasure Coast Financial Planning's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-05-09 |
13F-HR | 2022-02-15 |
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.