| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD BD INDEX FDS | 7 | Q2 2024 | 9.2% |
| SCHWAB STRATEGIC TR | 7 | Q2 2024 | 7.1% |
| VANGUARD TAX-MANAGED FDS | 7 | Q2 2024 | 6.9% |
| VANGUARD INDEX FDS | 7 | Q2 2024 | 4.0% |
| J P MORGAN EXCHANGE TRADED F | 7 | Q2 2024 | 5.3% |
| ISHARES TR | 7 | Q2 2024 | 4.1% |
| ISHARES INC | 7 | Q2 2024 | 5.1% |
| SPDR SER TR | 7 | Q2 2024 | 4.0% |
| VANGUARD WORLD FD | 7 | Q2 2024 | 5.1% |
| INVESCO QQQ TR | 7 | Q2 2024 | 2.8% |
View Carr Financial Group Corp's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-16 |
| 13F-HR | 2024-07-12 |
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-02-13 |
View Carr Financial Group Corp'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.