| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Dimensional U.S. Equity ETF | 8 | Q3 2023 | 7.5% |
| APPLE INC | 8 | Q3 2023 | 7.4% |
| Dimensional U.S. Core Equity 2 ETF | 8 | Q3 2023 | 6.6% |
| ABBVIE INC | 8 | Q3 2023 | 4.1% |
| QUALCOMM INC | 8 | Q3 2023 | 4.6% |
| The Home Depot Inc | 8 | Q3 2023 | 4.2% |
| CHEVRON CORP NEW | 8 | Q3 2023 | 3.7% |
| Procter & Gamble Co | 8 | Q3 2023 | 3.5% |
| PEPSICO INC | 8 | Q3 2023 | 3.3% |
| PFIZER INC | 8 | Q3 2023 | 3.5% |
View Investmark Advisory Group LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-16 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-07-15 |
| 13F-HR/A | 2022-05-03 |
| 13F-HR | 2022-05-03 |
| 13F-HR | 2022-05-03 |
View Investmark Advisory Group LLC'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.