| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 11.5% |
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 7.3% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 6.7% |
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 6.8% |
| WISDOMTREE TR | 4 | Q3 2023 | 8.3% |
| INVESCO EXCHANGE TRADED FD T | 4 | Q3 2023 | 7.3% |
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 4.5% |
| INVESCO EXCH TRD SLF IDX FD | 4 | Q3 2023 | 5.3% |
| VANGUARD WHITEHALL FDS | 4 | Q3 2023 | 4.3% |
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 3.6% |
View Milestone Investment Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-05-16 |
| 13F-HR | 2023-03-15 |
View Milestone Investment 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.