Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2021 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 8 | Q3 2023 | 29.9% |
PIMCO ETF TR | 8 | Q3 2023 | 21.6% |
ISHARES TR | 8 | Q3 2023 | 19.6% |
SIMPLIFY EXCHANGE TRADED FUN | 8 | Q3 2023 | 29.5% |
MICROSOFT CORP | 8 | Q3 2023 | 0.7% |
SPDR GOLD TR | 8 | Q3 2023 | 0.6% |
SCHWAB STRATEGIC TR | 8 | Q3 2023 | 0.6% |
DIREXION SHS ETF TR | 7 | Q3 2023 | 2.1% |
ISHARES TR | 7 | Q3 2023 | 0.6% |
HOME DEPOT INC | 7 | Q3 2023 | 0.3% |
View Atlas Financial Advisors, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-12 |
13F-HR | 2023-10-11 |
13F-HR | 2023-07-17 |
13F-HR | 2023-04-25 |
13F-HR | 2023-01-24 |
13F-HR | 2022-10-19 |
13F-HR | 2022-07-25 |
13F-HR/A | 2022-04-27 |
13F-HR | 2022-04-20 |
13F-HR | 2022-04-20 |
View Atlas Financial Advisors, Inc.'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.