| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| CAPITAL GROUP GROWTH ETF | 7 | Q2 2024 | 29.6% |
| VANGUARD INDEX FDS | 7 | Q2 2024 | 8.6% |
| SPDR SER TR | 7 | Q2 2024 | 7.5% |
| SPDR SER TR | 7 | Q2 2024 | 6.8% |
| SSGA ACTIVE ETF TR | 7 | Q2 2024 | 10.9% |
| SPDR INDEX SHS FDS | 7 | Q2 2024 | 4.2% |
| CAPITAL GRP FIXED INCM ETF T | 7 | Q2 2024 | 4.8% |
| CAPITAL GRP FIXED INCM ETF T | 7 | Q2 2024 | 3.3% |
| SPDR SER TR | 7 | Q2 2024 | 2.2% |
| SPDR SER TR | 7 | Q2 2024 | 2.1% |
View New England Capital Financial Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-07-29 |
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-06 |
View New England Capital Financial Advisors 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.