| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 7 | Q2 2024 | 16.7% |
| SPDR SER TR | 7 | Q2 2024 | 15.0% |
| SPDR SER TR | 7 | Q2 2024 | 4.4% |
| SPDR SER TR | 7 | Q2 2024 | 11.3% |
| VANGUARD WHITEHALL FDS | 7 | Q2 2024 | 7.3% |
| VANGUARD SPECIALIZED FUNDS | 7 | Q2 2024 | 3.3% |
| SPDR INDEX SHS FDS | 7 | Q2 2024 | 7.4% |
| SELECT SECTOR SPDR TR | 7 | Q2 2024 | 2.3% |
| WISDOMTREE TR | 7 | Q2 2024 | 2.2% |
| WISDOMTREE TR | 7 | Q2 2024 | 3.9% |
View Rooted Wealth Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-25 |
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-21 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-04-26 |
| 13F-HR | 2023-02-13 |
View Rooted Wealth Advisors, 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.