| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 6 | Q2 2024 | 18.6% |
| SCHWAB STRATEGIC TR | 6 | Q2 2024 | 16.4% |
| VANGUARD SCOTTSDALE FDS | 6 | Q2 2024 | 17.5% |
| BERKSHIRE HATHAWAY INC DEL | 6 | Q2 2024 | 12.9% |
| BERKSHIRE HATHAWAY INC DEL | 6 | Q2 2024 | 3.9% |
| ISHARES TR | 6 | Q2 2024 | 4.7% |
| ISHARES TR | 6 | Q2 2024 | 2.6% |
| APPLE INC | 6 | Q2 2024 | 3.0% |
| MICROSOFT CORP | 6 | Q2 2024 | 2.2% |
| ALPHABET INC | 6 | Q2 2024 | 1.4% |
View Strata Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-14 |
| N-PX | 2024-07-31 |
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-04-28 |
View Strata Wealth Advisors, 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.