| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 2 | Q2 2024 | 12.8% |
| ISHARES TR | 2 | Q2 2024 | 6.1% |
| MICROSOFT CORP | 2 | Q2 2024 | 5.6% |
| ALPHABET INC CAP STK | 2 | Q2 2024 | 5.0% |
| META PLATFORMS INC | 2 | Q2 2024 | 3.1% |
| MASTERCARD INCORPORATED | 2 | Q2 2024 | 3.0% |
| TAIWAN SEMICONDUCTOR MFG LTD | 2 | Q2 2024 | 2.5% |
| APPLE INC | 2 | Q2 2024 | 2.4% |
| SPINNAKER ETF SERIES | 2 | Q2 2024 | 2.2% |
| AMAZON COM INC | 2 | Q2 2024 | 2.1% |
View Trajan Wealth LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-26 |
| 13F-HR | 2024-05-14 |
View Trajan Wealth 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.