| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 3 | Q3 2023 | 15.1% |
| SCHWAB STRATEGIC TR | 3 | Q3 2023 | 7.9% |
| SCHWAB STRATEGIC TR | 3 | Q3 2023 | 3.4% |
| SCHWAB STRATEGIC TR | 3 | Q3 2023 | 3.0% |
| MICROSOFT CORP | 3 | Q3 2023 | 2.6% |
| APPLE INC | 3 | Q3 2023 | 2.5% |
| SCHWAB STRATEGIC TR | 3 | Q3 2023 | 2.0% |
| JANUS DETROIT STR TR | 3 | Q3 2023 | 1.9% |
| ALPHABET INC | 3 | Q3 2023 | 1.7% |
| AMAZON COM INC | 3 | Q3 2023 | 1.5% |
View Cape Investment Advisory, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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.