| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Schwab US Dividend Equity | 7 | Q2 2024 | 12.4% |
| SPDR S&P 600 Small Cap Growth | 7 | Q2 2024 | 6.3% |
| VANGUARD SPECIALIZED FUNDS | 7 | Q2 2024 | 5.9% |
| APPLE INC | 7 | Q2 2024 | 6.2% |
| SPDR S&P 600 Small Cap Value | 7 | Q2 2024 | 3.8% |
| ISHARES TR | 7 | Q2 2024 | 3.9% |
| iShares US Preferred Stock | 7 | Q2 2024 | 4.3% |
| Schwab S-T US Treasury | 7 | Q2 2024 | 4.0% |
| Stratgy Shars Nasdaq 7 Handl ETF | 7 | Q2 2024 | 5.9% |
| WISDOMTREE TR | 7 | Q2 2024 | 2.6% |
View Kades & Cheifetz LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-12 |
| N-PX | 2024-08-06 |
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-03 |
View Kades & Cheifetz 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.