| 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 | 9.1% |
| VANGUARD INTL EQUITY INDEX F | 3 | Q2 2024 | 5.7% |
| SCHWAB STRATEGIC TR | 3 | Q2 2024 | 5.1% |
| J P MORGAN EXCHANGE TRADED F | 3 | Q2 2024 | 4.1% |
| VANGUARD SCOTTSDALE FDS | 3 | Q2 2024 | 3.8% |
| ISHARES TR | 3 | Q2 2024 | 3.7% |
| SCHWAB STRATEGIC TR | 3 | Q2 2024 | 2.9% |
| ISHARES TR | 3 | Q2 2024 | 2.6% |
| ISHARES GOLD TR | 3 | Q2 2024 | 2.4% |
| VANGUARD WHITEHALL FDS | 3 | Q2 2024 | 2.3% |
View VCI Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-10-31 |
| 13F-HR | 2024-07-30 |
| N-PX | 2024-07-26 |
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-02-02 |
View VCI Wealth Management 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.