| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANECK ETF TRUST | 7 | Q2 2024 | 20.1% |
| SCHWAB STRATEGIC TR | 7 | Q2 2024 | 8.0% |
| DBX ETF TR | 7 | Q2 2024 | 8.7% |
| INVESCO EXCH TRADED FD TR II | 7 | Q2 2024 | 8.6% |
| VANGUARD INDEX FDS | 7 | Q2 2024 | 5.1% |
| VANGUARD INDEX FDS | 7 | Q2 2024 | 5.6% |
| VANGUARD INDEX FDS | 7 | Q2 2024 | 4.1% |
| ISHARES TR | 7 | Q2 2024 | 3.7% |
| INVESCO EXCHANGE TRADED FD T | 7 | Q2 2024 | 3.5% |
| PACER FDS TR | 7 | Q2 2024 | 2.8% |
View Whitaker-Myers Wealth Managers, LTD.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-20 |
| 13F-HR | 2024-07-26 |
| 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.