| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FIRST TR EXCHANGE-TRADED FD | 3 | Q2 2024 | 26.7% |
| SPDR SER TR | 3 | Q2 2024 | 12.4% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 11.1% |
| FIDELITY MERRIMACK STR TR | 3 | Q2 2024 | 15.2% |
| ISHARES TR | 3 | Q2 2024 | 7.4% |
| INVESCO EXCHANGE TRADED FD T | 3 | Q2 2024 | 9.7% |
| INVESCO EXCH TRADED FD TR II | 3 | Q2 2024 | 4.9% |
| ISHARES TR | 3 | Q2 2024 | 5.4% |
| VANGUARD SPECIALIZED FUNDS | 3 | Q2 2024 | 3.0% |
| APPLE INC | 3 | Q2 2024 | 1.8% |
View SARD WEALTH MANAGEMENT GROUP, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-07-15 |
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-02-12 |
View SARD WEALTH MANAGEMENT GROUP, 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.