| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 5 | Q4 2023 | 3.9% |
| SPDR SER TR | 5 | Q4 2023 | 4.4% |
| APPLE INC | 5 | Q4 2023 | 3.1% |
| VANGUARD INDEX FDS | 5 | Q4 2023 | 2.9% |
| ISHARES TR | 5 | Q4 2023 | 2.7% |
| VANGUARD INDEX FDS | 5 | Q4 2023 | 3.3% |
| AMAZON COM INC | 5 | Q4 2023 | 1.9% |
| NVIDIA CORPORATION | 5 | Q4 2023 | 1.5% |
| ISHARES TR | 5 | Q4 2023 | 1.4% |
| EXXON MOBIL CORP | 5 | Q4 2023 | 1.4% |
View B.O.S.S. Retirement Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2024-01-26 |
| 13F-HR/A | 2024-01-19 |
| 13F-HR | 2024-01-08 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-07-10 |
| 13F-HR | 2023-04-17 |
| 13F-HR | 2023-02-07 |
View B.O.S.S. Retirement 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.