| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD S&P 500 ETF | 7 | Q2 2024 | 38.5% |
| ISHARES CORE MSCI EAFE ETF | 7 | Q2 2024 | 14.2% |
| VANGUARD TOTAL BOND MARKET ETF | 7 | Q2 2024 | 8.0% |
| VANGUARD DIVIDEND APPRECIATION ETF | 7 | Q2 2024 | 6.1% |
| ISHARES U.S. TREASURY BOND ETF | 7 | Q2 2024 | 5.0% |
| VANGUARD MORTGAGE-BACKED SECURITIES ETF | 7 | Q2 2024 | 2.8% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | 7 | Q2 2024 | 5.2% |
| ISHARES MSCI EAFE GROWTH ETF | 7 | Q2 2024 | 4.5% |
| ISHARES MSCI USA MIN VOL FACTOR ETF | 7 | Q2 2024 | 5.1% |
| INVESCO QQQ TRUST SERIES I | 7 | Q2 2024 | 3.8% |
View Global Wealth Strategies & Associates's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-12 |
| 13F-HR | 2024-07-02 |
| 13F-HR | 2024-04-01 |
| 13F-HR | 2024-01-02 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-07-05 |
| 13F-HR | 2023-04-03 |
| 13F-HR | 2023-01-17 |
View Global Wealth Strategies & Associates'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.