| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MCDONALDS CORP COM | 6 | Q2 2023 | 9.1% |
| CHIPOTLE MEXICAN GRILL INC COM | 6 | Q2 2023 | 7.3% |
| SPDR S&P DIVIDEND ETF | 6 | Q2 2023 | 7.7% |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | 6 | Q2 2023 | 8.7% |
| SPDR S&P 500 ETF TRUST | 6 | Q2 2023 | 4.7% |
| ISHARES CORE S&P 500 ETF | 6 | Q2 2023 | 6.1% |
| VANGUARD SHORT-TERM BOND INDEX FUND | 6 | Q2 2023 | 4.4% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | 6 | Q2 2023 | 3.5% |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 6 | Q2 2023 | 3.3% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 6 | Q2 2023 | 3.5% |
View Lansing Street Advisors's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-09 |
View Lansing Street Advisors'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.