Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 7 | Q2 2024 | 25.4% |
ISHARES TR | 7 | Q2 2024 | 7.6% |
VANGUARD INDEX FDS | 7 | Q2 2024 | 3.7% |
ISHARES TR | 7 | Q2 2024 | 3.3% |
ISHARES TR | 7 | Q2 2024 | 3.5% |
APPLE INC | 7 | Q2 2024 | 2.9% |
ISHARES TR | 7 | Q2 2024 | 3.8% |
ISHARES TR | 7 | Q2 2024 | 3.3% |
NVIDIA CORPORATION | 7 | Q2 2024 | 3.8% |
ISHARES TR | 7 | Q2 2024 | 5.9% |
View Hoxton Planning & Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-01 |
13F-HR | 2024-07-19 |
13F-HR | 2024-04-12 |
13F-HR | 2024-01-30 |
13F-HR | 2023-10-27 |
13F-HR | 2023-07-20 |
13F-HR | 2023-05-15 |
13F-HR | 2023-01-25 |
View Hoxton Planning & Management, 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.