| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 7 | Q2 2024 | 12.0% |
| ISHARES TR | 7 | Q2 2024 | 6.2% |
| ISHARES TR | 7 | Q2 2024 | 6.0% |
| ISHARES TR | 7 | Q2 2024 | 4.4% |
| J P MORGAN EXCHANGE TRADED F | 7 | Q2 2024 | 8.1% |
| J P MORGAN EXCHANGE TRADED F | 7 | Q2 2024 | 7.1% |
| ISHARES TR | 7 | Q2 2024 | 3.8% |
| ISHARES TR | 7 | Q2 2024 | 3.1% |
| APPLE INC | 7 | Q2 2024 | 2.9% |
| ISHARES TR | 7 | Q2 2024 | 2.7% |
View Family Asset Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-01 |
| N-PX | 2024-07-26 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-01-18 |
View Family Asset 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.