| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 6 | Q2 2024 | 9.8% |
| MICROSOFT CORP | 6 | Q2 2024 | 5.5% |
| FLEXSHARES DISCIPLINED DURTN MBS ETF | 6 | Q2 2024 | 5.9% |
| ISHARES 0-5 YEAR TIPS BOND ETF | 6 | Q2 2024 | 6.1% |
| CHEVRON CORP | 6 | Q2 2024 | 4.1% |
| DEERE & CO | 6 | Q2 2024 | 3.0% |
| AMAZON.COM INC | 6 | Q2 2024 | 3.2% |
| MERCK & CO. INC. | 6 | Q2 2024 | 2.8% |
| ISHARES BRD USD INV GRD CORP BD ETF | 6 | Q2 2024 | 2.6% |
| NORTHROP GRUMMAN CO | 6 | Q2 2024 | 2.7% |
View Trivant Custom Portfolio Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-31 |
| 13F-HR | 2024-07-17 |
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-05-19 |
View Trivant Custom Portfolio Group, 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.