| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 4 | Q3 2023 | 24.7% |
| ISHARES TR | 4 | Q3 2023 | 18.6% |
| ISHARES TR | 4 | Q3 2023 | 5.8% |
| ISHARES TR | 4 | Q3 2023 | 4.9% |
| ISHARES TR | 4 | Q3 2023 | 3.9% |
| APPLE INC | 4 | Q3 2023 | 3.6% |
| ISHARES TR | 4 | Q3 2023 | 3.5% |
| ISHARES TR | 4 | Q3 2023 | 4.2% |
| ISHARES TR | 4 | Q3 2023 | 3.5% |
| ISHARES TR | 4 | Q3 2023 | 3.1% |
View Foundation Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-02-21 |
View Foundation Wealth 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.