| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 4 | Q3 2023 | 10.4% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 8.2% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 6.6% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 6.6% |
| VANGUARD WORLD FDS | 4 | Q3 2023 | 4.9% |
| AMAZON COM INC | 4 | Q3 2023 | 3.2% |
| ALLIANT ENERGY CORP | 4 | Q3 2023 | 2.7% |
| ONEOK INC NEW | 4 | Q3 2023 | 2.5% |
| MICROSOFT CORP | 4 | Q3 2023 | 2.5% |
| SPDR S&P 500 ETF TR | 4 | Q3 2023 | 1.7% |
View Olistico Wealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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.