| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST | 2 | Q3 2023 | 15.9% |
| APPLE INC COM | 2 | Q3 2023 | 6.3% |
| NVIDIA CORPORATION COM | 2 | Q3 2023 | 5.2% |
| MICROSOFT CORP COM | 2 | Q3 2023 | 4.6% |
| VANGUARD S&P 500 ETF | 2 | Q3 2023 | 4.6% |
| AMAZON COM INC COM | 2 | Q3 2023 | 3.6% |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 2 | Q3 2023 | 3.7% |
| VANGUARD SHORT-TERM TREASURY ETF | 2 | Q3 2023 | 2.9% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 2 | Q3 2023 | 2.7% |
| ALPHABET INC CAP STK CL C | 2 | Q3 2023 | 1.8% |
View SEVEN MILE ADVISORY's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-08 |
View SEVEN MILE ADVISORY'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.