| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB U.S. LARGE-CAP GROWTH ETF | 1 | Q3 2023 | 8.0% |
| SCHWAB US DIVIDEND EQUITY ETF | 1 | Q3 2023 | 6.2% |
| ISHARES CORE S&P MID-CAP ETF | 1 | Q3 2023 | 5.8% |
| ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 1 | Q3 2023 | 5.0% |
| APPLE INC COM | 1 | Q3 2023 | 4.8% |
| SPDR S&P 600 SMALL CAP GROWTH ETF | 1 | Q3 2023 | 4.8% |
| SCHWAB SHORT-TERM US TREASURY ETF | 1 | Q3 2023 | 4.4% |
| SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | 1 | Q3 2023 | 3.6% |
| SPDR PORTFOLIO AGGREGATE BOND ETF | 1 | Q3 2023 | 3.3% |
| SCHWAB INTERNATIONAL EQUITY ETF | 1 | Q3 2023 | 2.4% |
View Strategic Advocates LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-03 |
| 13F-HR/A | 2024-02-13 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-13 |
View Strategic Advocates 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.