| 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 | 2 | Q3 2023 | 33.4% |
| ISHARES TR | 2 | Q3 2023 | 17.8% |
| AMERICAN CENTY ETF TR | 2 | Q3 2023 | 12.8% |
| ISHARES TR | 2 | Q3 2023 | 6.5% |
| ISHARES TR | 2 | Q3 2023 | 6.3% |
| NUSHARES ETF TR | 2 | Q3 2023 | 3.1% |
| APPLE INC | 2 | Q3 2023 | 2.2% |
| NUSHARES ETF TR | 2 | Q3 2023 | 1.2% |
| NIKE INC | 2 | Q3 2023 | 0.9% |
| VANGUARD BD INDEX FDS | 2 | Q3 2023 | 0.9% |
View CGC Financial Services, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-09-13 |
View CGC Financial Services, 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.