| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SP 500 ETF | 6 | Q2 2024 | 9.3% |
| PACER US CASH COWS 100 ETF | 6 | Q2 2024 | 6.6% |
| VANGUARD TOTAL STOCK MARKET ETF | 6 | Q2 2024 | 5.7% |
| ISHARES TR IBOXX HI YD ETF | 6 | Q2 2024 | 4.4% |
| ISHARES TR | 6 | Q2 2024 | 4.3% |
| INVSC ACTVLY MNG OPTM YDDVRS ETF IV | 6 | Q2 2024 | 3.8% |
| SPDR SER TR | 6 | Q2 2024 | 8.7% |
| SPDR GOLD TR GOLD SHS | 6 | Q2 2024 | 2.5% |
| ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL | 6 | Q2 2024 | 3.4% |
| APPLE INC | 6 | Q2 2024 | 2.9% |
View Plan Group Financial, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-27 |
| 13F-HR | 2024-08-05 |
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-10 |
| 13F-HR/A | 2022-08-12 |
| 13F-HR | 2022-08-12 |
View Plan Group Financial, 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.