| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 3 | Q2 2024 | 5.2% |
| ISHARES TR | 3 | Q2 2024 | 3.4% |
| ISHARES TR | 3 | Q2 2024 | 2.6% |
| ISHARES TR | 3 | Q2 2024 | 3.1% |
| ISHARES TR | 3 | Q2 2024 | 2.5% |
| ISHARES TR | 3 | Q2 2024 | 2.4% |
| SCHWAB STRATEGIC TR | 3 | Q2 2024 | 1.8% |
| NVIDIA CORPORATION | 3 | Q2 2024 | 2.4% |
| ISHARES TR | 3 | Q2 2024 | 1.7% |
| WISDOMTREE TR | 3 | Q2 2024 | 1.5% |
View CUSTOM INDEX SYSTEMS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-15 |
| 13F-HR | 2024-08-06 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-01-26 |
View CUSTOM INDEX SYSTEMS, 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.