| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 31.5% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 11.2% |
| SCHWAB STRATEGIC TR | 7 | Q2 2024 | 10.5% |
| SPDR SER TR | 7 | Q2 2024 | 6.1% |
| VANGUARD INDEX FDS | 7 | Q2 2024 | 4.3% |
| SCHWAB STRATEGIC TR | 7 | Q2 2024 | 4.0% |
| VANGUARD SCOTTSDALE FDS | 7 | Q2 2024 | 4.9% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 3.5% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 2.6% |
| ISHARES GOLD TR | 7 | Q2 2024 | 2.2% |
View Altiora Financial Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-27 |
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-07-19 |
View Altiora Financial 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.