| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 4 | Q3 2023 | 21.2% |
| ISHARES TR | 4 | Q3 2023 | 6.2% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 3.7% |
| ISHARES TR | 4 | Q3 2023 | 3.8% |
| ISHARES TR | 4 | Q3 2023 | 3.5% |
| ISHARES TR | 4 | Q3 2023 | 5.9% |
| ISHARES TR | 4 | Q3 2023 | 3.3% |
| APPLE INC | 4 | Q3 2023 | 2.9% |
| ISHARES TR | 4 | Q3 2023 | 3.2% |
| ISHARES TR | 4 | Q3 2023 | 2.4% |
View Hoxton Planning & Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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.