Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD WORLD FD | 4 | Q3 2023 | 35.8% |
ISHARES TR | 4 | Q3 2023 | 7.8% |
ISHARES TR | 4 | Q3 2023 | 7.7% |
SCHWAB STRATEGIC TR | 4 | Q3 2023 | 4.9% |
ISHARES TR | 4 | Q3 2023 | 4.0% |
ISHARES TR | 4 | Q3 2023 | 4.2% |
ISHARES TR | 4 | Q3 2023 | 3.6% |
ISHARES TR | 4 | Q3 2023 | 3.1% |
PROSHARES TR | 4 | Q3 2023 | 3.0% |
ISHARES TR | 4 | Q3 2023 | 2.7% |
View Cassaday & Co Wealth Management LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-08 |
13F-HR/A | 2024-02-14 |
13F-HR | 2024-02-09 |
13F-HR | 2023-11-06 |
13F-HR | 2023-08-07 |
13F-HR | 2023-05-03 |
13F-HR | 2023-02-07 |
View Cassaday & Co Wealth 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.