Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2022 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 3 | Q3 2023 | 18.6% |
SCHWAB STRATEGIC TR | 3 | Q3 2023 | 15.9% |
VANGUARD MUN BD FDS | 3 | Q3 2023 | 16.2% |
BERKSHIRE HATHAWAY INC DEL | 3 | Q3 2023 | 12.9% |
VANGUARD SCOTTSDALE FDS | 3 | Q3 2023 | 12.6% |
ISHARES TR | 3 | Q3 2023 | 4.7% |
BERKSHIRE HATHAWAY INC DEL | 3 | Q3 2023 | 3.9% |
APPLE INC | 3 | Q3 2023 | 3.0% |
ISHARES TR | 3 | Q3 2023 | 2.6% |
MICROSOFT CORP | 3 | Q3 2023 | 2.2% |
View Strata Wealth Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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.