| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 5 | Q2 2024 | 16.3% |
| VANGUARD BD INDEX FDS | 5 | Q2 2024 | 11.8% |
| INVESCO QQQ TR | 5 | Q2 2024 | 12.2% |
| VANGUARD BD INDEX FDS | 5 | Q2 2024 | 11.3% |
| DIMENSIONAL ETF TRUST | 5 | Q2 2024 | 8.4% |
| VANGUARD WORLD FD | 5 | Q2 2024 | 4.9% |
| DIMENSIONAL ETF TRUST | 5 | Q2 2024 | 7.1% |
| APPLE INC | 5 | Q2 2024 | 0.8% |
| MICROSOFT CORP | 5 | Q2 2024 | 0.3% |
| INVESCO EXCHANGE TRADED FD T | 4 | Q1 2024 | 11.5% |
View FISCHER INVESTMENT STRATEGIES, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-07 |
View FISCHER INVESTMENT STRATEGIES, 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.