| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 20.5% |
| INVESCO EXCHANGE TRADED FD T | 8 | Q3 2023 | 15.1% |
| SELECT SECTOR SPDR TR | 8 | Q3 2023 | 15.0% |
| SPDR SER TR | 8 | Q3 2023 | 11.6% |
| ISHARES TR | 8 | Q3 2023 | 7.8% |
| ISHARES INC | 8 | Q3 2023 | 4.6% |
| ISHARES TR | 8 | Q3 2023 | 6.1% |
| APPLE INC | 8 | Q3 2023 | 4.4% |
| VANGUARD WORLD FDS | 8 | Q3 2023 | 3.7% |
| VANGUARD WORLD FDS | 8 | Q3 2023 | 6.1% |
View WFA Asset Management Corp's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-10-13 |
View WFA Asset Management Corp'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.