Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR SER TR | 8 | Q3 2023 | 14.5% |
SPDR SER TR | 8 | Q3 2023 | 8.2% |
VANGUARD INDEX FDS | 8 | Q3 2023 | 7.1% |
SSGA ACTIVE TR | 8 | Q3 2023 | 5.9% |
SPDR SER TR | 8 | Q3 2023 | 5.3% |
FIDELITY MERRIMACK STR TR | 8 | Q3 2023 | 5.4% |
SCHWAB STRATEGIC TR | 8 | Q3 2023 | 4.8% |
VANGUARD SPECIALIZED FUNDS | 8 | Q3 2023 | 4.2% |
VANGUARD WHITEHALL FDS | 8 | Q3 2023 | 4.4% |
APPLE INC | 8 | Q3 2023 | 4.4% |
View Hofer & Associates. Inc's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-22 |
13F-HR | 2024-01-22 |
13F-HR | 2023-10-13 |
13F-HR | 2023-07-14 |
13F-HR | 2023-04-14 |
13F-HR | 2023-01-26 |
13F-HR | 2022-12-15 |
13F-HR | 2022-12-15 |
13F-HR | 2022-12-15 |
13F-HR | 2022-12-15 |
View Hofer & Associates. Inc'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.