Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 11 | Q2 2024 | 10.0% |
VANGUARD SCOTTSDALE FDS | 11 | Q2 2024 | 12.5% |
ISHARES TR | 11 | Q2 2024 | 7.4% |
VANGUARD INDEX FDS | 11 | Q2 2024 | 4.2% |
ISHARES TR | 11 | Q2 2024 | 3.3% |
MICROSOFT CORP | 11 | Q2 2024 | 2.2% |
APPLE INC | 11 | Q2 2024 | 2.3% |
VANGUARD SPECIALIZED FUNDS | 11 | Q2 2024 | 2.2% |
NEXTERA ENERGY INC | 11 | Q2 2024 | 2.1% |
REPUBLIC SVCS INC | 11 | Q2 2024 | 1.9% |
View FINANCIAL ADVISORY PARTNERS, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-27 |
13F-HR | 2024-07-22 |
13F-HR | 2024-04-17 |
13F-HR | 2024-01-12 |
13F-HR | 2023-11-06 |
13F-HR | 2023-10-04 |
13F-HR | 2023-10-04 |
13F-HR | 2023-10-04 |
13F-HR | 2023-10-04 |
13F-HR | 2023-10-04 |
View FINANCIAL ADVISORY PARTNERS, 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.