| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | 4 | Q3 2023 | 4.8% |
| ISHARES TR | 4 | Q3 2023 | 4.4% |
| APPLE INC | 4 | Q3 2023 | 4.1% |
| SPDR S&P 500 ETF TR | 4 | Q3 2023 | 3.3% |
| WISDOMTREE TR | 4 | Q3 2023 | 5.5% |
| FIRST TR EXCHNG TRADED FD VI | 4 | Q3 2023 | 3.6% |
| FIRST TR EXCH TRADED FD III | 4 | Q3 2023 | 3.0% |
| COSTCO WHSL CORP NEW | 4 | Q3 2023 | 2.7% |
| MICROSOFT CORP | 4 | Q3 2023 | 2.3% |
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 2.2% |
View Etesian Wealth Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-15 |
| 13F-HR/A | 2024-01-16 |
| 13F-HR/A | 2024-01-16 |
| 13F-HR/A | 2024-01-16 |
| 13F-HR/A | 2024-01-16 |
| 13F-HR/A | 2024-01-16 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-10-19 |
View Etesian Wealth Advisors, 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.