| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 4 | Q3 2023 | 35.2% |
| SPDR SER TR | 4 | Q3 2023 | 16.3% |
| VANGUARD WORLD FD | 4 | Q3 2023 | 11.5% |
| PGIM ETF TR | 4 | Q3 2023 | 4.9% |
| FIDELITY COVINGTON TRUST | 4 | Q3 2023 | 5.2% |
| ISHARES TR | 4 | Q3 2023 | 3.3% |
| ISHARES GOLD TR | 4 | Q3 2023 | 0.6% |
| NIKE INC | 4 | Q3 2023 | 0.5% |
| FIRST CTZNS BANCSHARES INC N | 4 | Q3 2023 | 0.4% |
| MICROSOFT CORP | 4 | Q3 2023 | 0.3% |
View Marmo Financial Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-09 |
View Marmo Financial Group, 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.