Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2014 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB STRATEGIC TR | 7 | Q2 2024 | 14.5% |
APPLE INC | 7 | Q2 2024 | 9.7% |
CHEVRON CORP NEW | 7 | Q2 2024 | 7.4% |
VANGUARD INDEX FDS | 7 | Q2 2024 | 6.3% |
MICROSOFT CORP | 7 | Q2 2024 | 3.4% |
VANGUARD INDEX FDS | 7 | Q2 2024 | 2.8% |
VANECK ETF TRUST | 7 | Q2 2024 | 2.5% |
ISHARES TR | 7 | Q2 2024 | 2.4% |
BERKSHIRE HATHAWAY INC DEL | 7 | Q2 2024 | 2.1% |
ISHARES TR | 7 | Q2 2024 | 1.9% |
View SILVIA MCCOLL WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-21 |
13F-HR | 2024-07-16 |
13F-HR | 2024-04-18 |
13F-HR | 2024-01-10 |
13F-HR | 2023-10-17 |
13F-HR | 2023-09-05 |
13F-HR | 2023-09-05 |
13F-HR | 2023-09-05 |
View SILVIA MCCOLL WEALTH MANAGEMENT, 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.