| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 3 | Q2 2024 | 17.7% |
| ISHARES TR | 3 | Q2 2024 | 8.7% |
| JOHNSON & JOHNSON | 3 | Q2 2024 | 6.6% |
| ISHARES TR | 3 | Q2 2024 | 5.5% |
| APPLE INC | 3 | Q2 2024 | 4.1% |
| ISHARES TR | 3 | Q2 2024 | 2.9% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 2.6% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 2.5% |
| ISHARES TR | 3 | Q2 2024 | 2.4% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 2.3% |
View ROBINSON SMITH WEALTH ADVISORS LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-30 |
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-02-12 |
View ROBINSON SMITH WEALTH ADVISORS 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.