| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | 4 | Q3 2023 | 21.9% |
| ISHARES TR | 4 | Q3 2023 | 6.2% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 6.1% |
| VANGUARD ADMIRAL FDS INC | 4 | Q3 2023 | 5.5% |
| VANGUARD WORLD FDS | 4 | Q3 2023 | 5.0% |
| ISHARES TR | 4 | Q3 2023 | 5.2% |
| VANGUARD TAX-MANAGED FDS | 4 | Q3 2023 | 4.3% |
| FIRST TR EXCHANGE-TRADED FD | 4 | Q3 2023 | 4.3% |
| VANGUARD SPECIALIZED FUNDS | 4 | Q3 2023 | 3.7% |
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 4.2% |
View Sebold Capital Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-07-28 |
| 13F-HR/A | 2023-05-12 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-05-12 |
View Sebold Capital Management, Inc.'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.