Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2023 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 4 | Q3 2023 | 5.8% |
INVESCO EXCH TRADED FD TR II | 4 | Q3 2023 | 5.3% |
SCHWAB STRATEGIC TR | 4 | Q3 2023 | 4.1% |
AMERICAN CENTY ETF TR | 4 | Q3 2023 | 4.2% |
SSGA ACTIVE ETF TR | 4 | Q3 2023 | 4.5% |
AMERICAN CENTY ETF TR | 4 | Q3 2023 | 3.5% |
JANUS DETROIT STR TR | 4 | Q3 2023 | 3.6% |
FRANKLIN TEMPLETON ETF TR | 4 | Q3 2023 | 3.3% |
VANGUARD INDEX FDS | 4 | Q3 2023 | 2.5% |
MICROSOFT CORP | 4 | Q3 2023 | 2.2% |
View Seed Wealth Management, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-16 |
13F-HR | 2024-01-24 |
13F-HR | 2023-10-16 |
13F-HR | 2023-07-27 |
13F-HR | 2023-04-25 |
13F-HR | 2023-01-31 |
View Seed Wealth Management, Inc.'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.