| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF | 3 | Q3 2023 | 10.7% |
| PIMCO ENHANCED LOW DURATION ACTIVE ETF | 3 | Q3 2023 | 10.7% |
| TIMOTHY PLAN FUND TIMOTHY PLAN US LARGE/MID CAP CORE FUND | 3 | Q3 2023 | 7.9% |
| VANGUARD S&P 500 ETF | 3 | Q3 2023 | 6.7% |
| TIMOTHY PLAN INTERNATIONAL ETF | 3 | Q3 2023 | 6.1% |
| VANGUARD SMALL-CAP ETF | 3 | Q3 2023 | 6.4% |
| SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 3 | Q3 2023 | 4.1% |
| ISHARES S&P 500 VALUE ETF | 3 | Q3 2023 | 3.9% |
| VANGUARD SMALL CAP VALUE ETF | 3 | Q3 2023 | 3.8% |
| SPDR BLACKSTONE SENIOR LOAN ETF | 3 | Q3 2023 | 3.6% |
View O'Connor Financial Group LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-14 |
View O'Connor Financial Group 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.