Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2019 |
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/A | 2024-05-28 |
13F-HR/A | 2024-05-24 |
13F-HR/A | 2024-05-24 |
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 |
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.