| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Schwab U.S. Large-Cap ETF | 10 | Q2 2024 | 17.7% |
| UnitedHealth Group Inc. | 10 | Q2 2024 | 5.9% |
| Schwab U.S. Small-Cap ETF | 10 | Q2 2024 | 4.9% |
| Schwab International Equity ETF | 10 | Q2 2024 | 4.7% |
| Microsoft Corp | 10 | Q2 2024 | 3.8% |
| JP Morgan Chase & Co. | 10 | Q2 2024 | 3.4% |
| Apple Inc. | 10 | Q2 2024 | 2.5% |
| Pepsico Inc. | 10 | Q2 2024 | 2.3% |
| Home Depot | 10 | Q2 2024 | 1.6% |
| Schwab U.S. Large-Cap Growth ETF | 10 | Q2 2024 | 1.9% |
View Athena Investment Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-07 |
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-17 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-24 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-05-16 |
View Athena Investment Management'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.