| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMERICAN CENTY ETF TR | 9 | Q2 2024 | 16.2% |
| AMERICAN CENTY ETF TR | 9 | Q2 2024 | 21.5% |
| AMERICAN CENTY ETF TR | 9 | Q2 2024 | 7.2% |
| DIMENSIONAL ETF TRUST | 9 | Q2 2024 | 7.3% |
| VANGUARD SCOTTSDALE FDS | 9 | Q2 2024 | 10.0% |
| AMERICAN CENTY ETF TR | 9 | Q2 2024 | 12.6% |
| AMERICAN CENTY ETF TR | 9 | Q2 2024 | 5.4% |
| APPLE INC | 9 | Q2 2024 | 3.9% |
| AMERICAN CENTY ETF TR | 9 | Q2 2024 | 3.9% |
| AMERICAN CENTY ETF TR | 9 | Q2 2024 | 2.8% |
View Quantum Financial Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-26 |
| 13F-HR | 2024-07-15 |
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-01-09 |
| 13F-HR | 2023-11-29 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-04-07 |
| 13F-HR | 2023-01-18 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-08-15 |
View Quantum Financial Advisors, 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.