Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2022 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANECK ETF TRUST | 4 | Q3 2023 | 20.1% |
SCHWAB STRATEGIC TR | 4 | Q3 2023 | 8.0% |
DBX ETF TR | 4 | Q3 2023 | 7.6% |
INVESCO EXCH TRADED FD TR II | 4 | Q3 2023 | 7.1% |
VANGUARD INDEX FDS | 4 | Q3 2023 | 5.6% |
VANGUARD INDEX FDS | 4 | Q3 2023 | 4.8% |
VANGUARD INDEX FDS | 4 | Q3 2023 | 3.2% |
ISHARES TR | 4 | Q3 2023 | 3.0% |
PACER FDS TR | 4 | Q3 2023 | 2.8% |
INVESCO EXCHANGE TRADED FD T | 4 | Q3 2023 | 3.2% |
View Whitaker-Myers Wealth Managers, LTD.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-12 |
13F-HR | 2024-01-12 |
13F-HR | 2023-10-05 |
13F-HR | 2023-07-13 |
13F-HR | 2023-04-21 |
13F-HR | 2023-04-21 |
View Whitaker-Myers Wealth Managers, LTD.'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.