| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES MSCI USA MIN VOL FACTOR ETF | 16 | Q3 2023 | 21.3% |
| ISHARES S&P 500 VALUE ETF | 16 | Q3 2023 | 15.6% |
| ISHARES S&P 500 INDEX | 16 | Q3 2023 | 9.9% |
| ISHARES S&P 500 GROWTH ETF | 16 | Q3 2023 | 10.1% |
| FIDELITY MSCI HEALTH CARE INDEX ETF | 16 | Q3 2023 | 11.0% |
| FIDELITY VALUE FACTOR ETF | 16 | Q3 2023 | 8.3% |
| FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | 16 | Q3 2023 | 9.7% |
| ISHARES CORE MSCI EAFE ETF | 16 | Q3 2023 | 6.2% |
| ISHARES S&P SMALLCAP 600 ETF | 16 | Q3 2023 | 8.1% |
| ISHARES CORE S&P MID CAP ETF | 16 | Q3 2023 | 4.5% |
View Halpern Financial, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-09 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-09-21 |
| 13F-HR | 2023-09-21 |
| 13F-HR | 2023-09-21 |
| 13F-HR | 2023-09-21 |
| 13F-HR | 2023-09-21 |
| 13F-HR | 2023-09-21 |
| 13F-HR | 2023-09-21 |
View Halpern Financial, Inc.'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.