Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2018 |
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.