| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 7 | Q2 2024 | 5.1% |
| ISHARES TR | 7 | Q2 2024 | 6.5% |
| ISHARES TR | 7 | Q2 2024 | 4.2% |
| LILLY ELI & CO | 7 | Q2 2024 | 2.9% |
| US BANCORP DEL | 7 | Q2 2024 | 3.5% |
| VANGUARD WORLD FDS | 7 | Q2 2024 | 5.8% |
| VANGUARD TAX-MANAGED FDS | 7 | Q2 2024 | 2.9% |
| ETFS GOLD TR | 7 | Q2 2024 | 3.2% |
| SPDR S&P 500 ETF TR | 7 | Q2 2024 | 5.4% |
| SELECT SECTOR SPDR TR | 7 | Q2 2024 | 2.4% |
View BOS Asset Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-07-30 |
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-02-15 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
View BOS Asset Management, 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.