| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| iShares S&P 500 Index | 7 | Q2 2024 | 28.2% |
| Schwab US Large Cap Growth | 7 | Q2 2024 | 11.1% |
| Vanguard High Dividend Yield | 7 | Q2 2024 | 6.8% |
| iShares Core S&P Small-Cap | 7 | Q2 2024 | 6.3% |
| Apple Inc. | 7 | Q2 2024 | 5.7% |
| Schwab US Dividend Equity | 7 | Q2 2024 | 5.8% |
| Schwab US Mid Cap | 7 | Q2 2024 | 4.7% |
| Vanguard Total Stock Market | 7 | Q2 2024 | 3.2% |
| Vanguard Dividend Appreciation | 7 | Q2 2024 | 2.2% |
| Stryker Corp | 7 | Q2 2024 | 1.7% |
View PPS&V ASSET MANAGEMENT CONSULTANTS, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-18 |
| 13F-HR | 2024-04-10 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-01-17 |
View PPS&V ASSET MANAGEMENT CONSULTANTS, 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.