Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
INVESCO QQQ TR | 15 | Q2 2024 | 27.6% |
SPDR S&P 500 ETF TR | 15 | Q2 2024 | 12.6% |
INVESCO EXCH TRADED FD TR II | 15 | Q2 2024 | 15.6% |
ALPHABET INC | 15 | Q2 2024 | 7.7% |
ALPHABET INC | 15 | Q2 2024 | 8.2% |
APPLE INC | 15 | Q2 2024 | 5.2% |
VANGUARD INDEX FDS | 15 | Q2 2024 | 4.8% |
NETFLIX INC | 15 | Q2 2024 | 6.3% |
ISHARES TR | 15 | Q2 2024 | 3.6% |
INVESCO EXCHANGE TRADED FD T | 15 | Q2 2024 | 2.2% |
View Frank, Rimerman Advisors LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-10-24 |
N-PX | 2024-08-29 |
13F-HR | 2024-08-13 |
13F-HR | 2024-05-09 |
13F-HR | 2024-02-13 |
13F-HR | 2023-11-14 |
13F-HR | 2023-09-13 |
13F-HR | 2023-09-13 |
13F-HR | 2023-09-13 |
13F-HR | 2023-09-07 |
View Frank, Rimerman 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.