| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 3 | Q4 2023 | 14.6% |
| SPDR SER TR | 3 | Q4 2023 | 10.8% |
| SPDR SER TR | 3 | Q4 2023 | 10.4% |
| SPDR SER TR | 3 | Q4 2023 | 6.8% |
| VANGUARD TAX-MANAGED FDS | 3 | Q4 2023 | 8.7% |
| ISHARES TR | 3 | Q4 2023 | 4.6% |
| ISHARES TR | 3 | Q4 2023 | 4.4% |
| INNOVATOR ETFS TR | 3 | Q4 2023 | 4.3% |
| SPDR SER TR | 3 | Q4 2023 | 3.7% |
| WISDOMTREE TR | 3 | Q4 2023 | 3.9% |
View Michael S. Ryan, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-01 |
| 13F-HR | 2024-01-05 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-07-26 |
View Michael S. Ryan, Inc.'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.