| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 14.5% |
| APPLE INC | 4 | Q3 2023 | 9.7% |
| CHEVRON CORP NEW | 4 | Q3 2023 | 7.4% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 6.0% |
| MICROSOFT CORP | 4 | Q3 2023 | 3.1% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 2.7% |
| VANECK ETF TRUST | 4 | Q3 2023 | 2.4% |
| ISHARES TR | 4 | Q3 2023 | 2.3% |
| BERKSHIRE HATHAWAY INC DEL | 4 | Q3 2023 | 2.1% |
| ISHARES TR | 4 | Q3 2023 | 1.8% |
View SILVIA MCCOLL WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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.