| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MDLZ | Exit | MONDELEZ INTL INCcl a | $0 | – | -2,903 | -100.0% | -0.20% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -408 | -100.0% | -0.21% | – |
| IAU | Exit | ISHARES GOLD TRishares new | $0 | – | -5,999 | -100.0% | -0.21% | – |
| GRMN | Exit | GARMIN LTD | $0 | – | -2,113 | -100.0% | -0.22% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -833 | -100.0% | -0.23% | – |
| TSLA | Exit | TESLA INC | $0 | – | -961 | -100.0% | -0.24% | – |
| AZO | Exit | AUTOZONE INC | $0 | – | -100 | -100.0% | -0.25% | – |
| PFE | Exit | PFIZER INC | $0 | – | -8,547 | -100.0% | -0.28% | – |
| VONG | Exit | VANGUARD SCOTTSDALE FDSvng rus1000grw | $0 | – | -4,490 | -100.0% | -0.31% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -2,420 | -100.0% | -0.35% | – |
| MO | Exit | ALTRIA GROUP INC | $0 | – | -9,600 | -100.0% | -0.40% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -3,920 | -100.0% | -0.52% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -969 | -100.0% | -0.55% | – |
| IBDO | Exit | ISHARES TRibonds dec23 etf | $0 | – | -33,217 | -100.0% | -0.84% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -6,539 | -100.0% | -0.86% | – |
| PM | Exit | PHILIP MORRIS INTL INC | $0 | – | -9,750 | -100.0% | -0.90% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -8,556 | -100.0% | -1.00% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -10,851 | -100.0% | -1.12% | – |
| IBDT | Exit | ISHARES TRibds dec28 etf | $0 | – | -48,891 | -100.0% | -1.17% | – |
| IYE | Exit | ISHARES TRu.s. energy etf | $0 | – | -24,960 | -100.0% | -1.18% | – |
| IYR | Exit | ISHARES TRu.s. real es etf | $0 | – | -15,638 | -100.0% | -1.22% | – |
| REET | Exit | ISHARES TRglobal reit etf | $0 | – | -61,093 | -100.0% | -1.29% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -4,560 | -100.0% | -1.44% | – |
| IJK | Exit | ISHARES TRs&p mc 400gr etf | $0 | – | -20,584 | -100.0% | -1.49% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -6,304 | -100.0% | -2.21% | – |
| SCZ | Exit | ISHARES TReafe sml cp etf | $0 | – | -43,125 | -100.0% | -2.43% | – |
| IBDP | Exit | ISHARES TRibonds dec24 etf | $0 | – | -102,748 | -100.0% | -2.54% | – |
| EFG | Exit | ISHARES TReafe grwth etf | $0 | – | -31,255 | -100.0% | -2.70% | – |
| IWN | Exit | ISHARES TRrus 2000 val etf | $0 | – | -20,346 | -100.0% | -2.76% | – |
| IBDQ | Exit | ISHARES TRibonds dec25 etf | $0 | – | -114,796 | -100.0% | -2.80% | – |
| IBDS | Exit | ISHARES TRibonds 27 etf | $0 | – | -121,558 | -100.0% | -2.81% | – |
| EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -75,089 | -100.0% | -2.85% | – |
| AAPL | Exit | APPLE INC | $0 | – | -18,891 | -100.0% | -3.23% | – |
| EFV | Exit | ISHARES TReafe value etf | $0 | – | -69,285 | -100.0% | -3.39% | – |
| IBDR | Exit | ISHARES TRibonds dec2026 | $0 | – | -151,413 | -100.0% | -3.53% | – |
| IJJ | Exit | ISHARES TRs&p mc 400vl etf | $0 | – | -42,647 | -100.0% | -4.30% | – |
| IWO | Exit | ISHARES TRrus 2000 grw etf | $0 | – | -20,898 | -100.0% | -4.68% | – |
| IVE | Exit | ISHARES TRs&p 500 val etf | $0 | – | -121,130 | -100.0% | -18.62% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -360,743 | -100.0% | -24.67% | – |
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 | 2024-05-08 |
| 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.