| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD WORLD FD | 7 | Q2 2024 | 35.8% |
| ISHARES TR | 7 | Q2 2024 | 7.8% |
| ISHARES TR | 7 | Q2 2024 | 7.7% |
| SCHWAB STRATEGIC TR | 7 | Q2 2024 | 4.9% |
| ISHARES TR | 7 | Q2 2024 | 4.0% |
| ISHARES TR | 7 | Q2 2024 | 4.2% |
| ISHARES TR | 7 | Q2 2024 | 3.1% |
| ISHARES TR | 7 | Q2 2024 | 2.7% |
| PROSHARES TR | 7 | Q2 2024 | 3.0% |
| SELECT SECTOR SPDR TR | 7 | Q2 2024 | 3.7% |
View Cassaday & Co Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-06 |
| 13F-HR | 2024-07-30 |
| 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.