Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD BD INDEX FDS | 4 | Q3 2023 | 9.2% |
VANGUARD TAX-MANAGED FDS | 4 | Q3 2023 | 6.9% |
J P MORGAN EXCHANGE TRADED F | 4 | Q3 2023 | 5.3% |
ISHARES INC | 4 | Q3 2023 | 5.1% |
SCHWAB STRATEGIC TR | 4 | Q3 2023 | 4.3% |
ISHARES TR | 4 | Q3 2023 | 4.1% |
VANGUARD INDEX FDS | 4 | Q3 2023 | 3.9% |
VANGUARD WORLD FD | 4 | Q3 2023 | 5.1% |
SPDR SER TR | 4 | Q3 2023 | 3.2% |
INVESCO QQQ TR | 4 | Q3 2023 | 2.8% |
View Carr Financial Group Corp's complete holdings history.
Latest filings
Type | Filed |
---|---|
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.