| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2012 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 7 | Q2 2024 | 10.4% |
| VANGUARD INDEX FDS | 7 | Q2 2024 | 9.6% |
| VANGUARD TOTAL STOCK MARKET ETF | 7 | Q2 2024 | 7.4% |
| VANGUARD VALUE ETF | 7 | Q2 2024 | 6.6% |
| VANGUARD WORLD FDS | 7 | Q2 2024 | 5.9% |
| AMAZON COM INC COM | 7 | Q2 2024 | 3.8% |
| ONEOK INC NEW COM | 7 | Q2 2024 | 2.5% |
| MICROSOFT CORP COM | 7 | Q2 2024 | 2.5% |
| ALLIANT ENERGY CORP COM | 7 | Q2 2024 | 2.7% |
| NVIDIA CORPORATION COM | 7 | Q2 2024 | 3.1% |
View Olistico Wealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-23 |
| 13F-HR | 2024-07-09 |
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-02 |
View Olistico Wealth, 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.