| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 7 | Q3 2023 | 20.1% |
| VANGUARD INDEX FDS | 7 | Q3 2023 | 11.9% |
| ISHARES TR | 7 | Q3 2023 | 9.4% |
| ISHARES TR | 7 | Q3 2023 | 8.7% |
| ISHARES TR | 7 | Q3 2023 | 7.3% |
| VANGUARD INDEX FDS | 7 | Q3 2023 | 4.8% |
| VANGUARD BD INDEX FDS | 7 | Q3 2023 | 5.0% |
| VANGUARD INDEX FDS | 7 | Q3 2023 | 4.1% |
| ISHARES TR | 7 | Q3 2023 | 5.4% |
| ISHARES TR | 7 | Q3 2023 | 3.4% |
View Strategies Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-06-27 |
| 13F-HR | 2023-06-27 |
| 13F-HR | 2023-06-27 |
| 13F-HR | 2023-06-27 |
| 13F-HR | 2023-06-26 |
View Strategies Wealth Advisors, 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.