Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 8 | Q4 2023 | 13.1% |
SELECT SECTOR SPDR TR | 8 | Q4 2023 | 5.7% |
JANUS DETROIT STR TR | 8 | Q4 2023 | 9.7% |
VANGUARD INDEX FDS | 8 | Q4 2023 | 7.2% |
VANGUARD INDEX FDS | 8 | Q4 2023 | 4.0% |
SPDR SER TR | 8 | Q4 2023 | 3.9% |
SCHWAB STRATEGIC TR | 8 | Q4 2023 | 3.6% |
APPLE INC | 8 | Q4 2023 | 2.8% |
VANGUARD INDEX FDS | 8 | Q4 2023 | 3.4% |
SPDR INDEX SHS FDS | 8 | Q4 2023 | 6.5% |
View Ledge Wealth Management, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-01-24 |
13F-HR | 2023-10-24 |
13F-HR | 2023-07-12 |
13F-HR | 2023-04-14 |
13F-HR | 2023-02-03 |
13F-HR | 2022-10-18 |
13F-HR | 2022-07-20 |
13F-HR | 2022-05-10 |
View Ledge Wealth Management, 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.