| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 4 | Q1 2024 | 8.7% |
| SCHWAB STRATEGIC TR | 4 | Q1 2024 | 10.0% |
| ALPHABET INC | 4 | Q1 2024 | 4.9% |
| SCHWAB STRATEGIC TR | 4 | Q1 2024 | 3.9% |
| VANECK ETF TRUST | 4 | Q1 2024 | 3.9% |
| VANGUARD INDEX FDS | 4 | Q1 2024 | 2.9% |
| ABBOTT LABS | 4 | Q1 2024 | 3.8% |
| ISHARES TR | 4 | Q1 2024 | 3.3% |
| SCHWAB STRATEGIC TR | 4 | Q1 2024 | 2.5% |
| VANGUARD WHITEHALL FDS | 4 | Q1 2024 | 2.2% |
View PANORAMIC INVESTMENT ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-22 |
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-11-16 |
| 13F-HR | 2023-03-01 |
View PANORAMIC 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.