Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 5 | Q3 2023 | 22.3% |
SCHWAB STRATEGIC TR | 5 | Q3 2023 | 7.7% |
VANGUARD INDEX FDS | 5 | Q3 2023 | 6.9% |
VANGUARD STAR FDS | 5 | Q3 2023 | 6.4% |
ISHARES TR | 5 | Q3 2023 | 4.1% |
SCHWAB STRATEGIC TR | 5 | Q3 2023 | 3.6% |
SCHWAB STRATEGIC TR | 5 | Q3 2023 | 2.7% |
VANGUARD WORLD FD | 5 | Q3 2023 | 3.1% |
APPLE INC | 5 | Q3 2023 | 3.7% |
SCHWAB STRATEGIC TR | 5 | Q3 2023 | 2.2% |
View James J. Burns & Company, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-23 |
13F-HR | 2024-02-13 |
13F-HR | 2023-11-07 |
13F-HR | 2023-07-27 |
13F-HR | 2023-04-24 |
13F-HR | 2023-02-02 |
13F-HR | 2022-11-01 |
View James J. Burns & Company, 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.