Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB STRATEGIC TR | 6 | Q2 2024 | 15.1% |
SCHWAB STRATEGIC TR | 6 | Q2 2024 | 7.9% |
SCHWAB STRATEGIC TR | 6 | Q2 2024 | 3.4% |
SCHWAB STRATEGIC TR | 6 | Q2 2024 | 3.0% |
MICROSOFT CORP | 6 | Q2 2024 | 2.9% |
APPLE INC | 6 | Q2 2024 | 2.7% |
SCHWAB STRATEGIC TR | 6 | Q2 2024 | 2.0% |
ALPHABET INC | 6 | Q2 2024 | 1.7% |
JANUS DETROIT STR TR | 6 | Q2 2024 | 1.9% |
AMAZON COM INC | 6 | Q2 2024 | 1.8% |
View Cape Investment Advisory, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-08-15 |
13F-HR | 2024-06-21 |
13F-HR | 2024-02-12 |
13F-HR | 2023-11-07 |
13F-HR | 2023-10-12 |
13F-HR | 2023-10-12 |
View Cape Investment Advisory, 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.