Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2022 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
J P MORGAN EXCHANGE TRADED F | 3 | Q3 2023 | 7.8% |
ISHARES TR | 3 | Q3 2023 | 7.3% |
CAPITAL GRP FIXED INCM ETF T | 3 | Q3 2023 | 7.2% |
VANGUARD SCOTTSDALE FDS | 3 | Q3 2023 | 6.6% |
VANGUARD INDEX FDS | 3 | Q3 2023 | 5.9% |
VANGUARD INDEX FDS | 3 | Q3 2023 | 5.2% |
INVESCO EXCHANGE TRADED FD T | 3 | Q3 2023 | 4.5% |
APPLE INC | 3 | Q3 2023 | 4.8% |
SCHWAB STRATEGIC TR | 3 | Q3 2023 | 5.7% |
AMERICAN CENTY ETF TR | 3 | Q3 2023 | 3.9% |
View Ruggaard & Associates LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-15 |
13F-HR | 2023-11-09 |
13F-HR | 2023-08-10 |
13F-HR | 2023-05-15 |
View Ruggaard & Associates 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.