Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB US LARGE CAP GROWTH ETF | 3 | Q2 2024 | 8.6% |
DOUBLELINE SHILLER CAPE US EQUTS ETF | 3 | Q2 2024 | 6.3% |
INVSC QQQ TRUST SRS 1 ETF IV | 3 | Q2 2024 | 3.8% |
SCHWAB US BROAD MARKET ETF | 3 | Q2 2024 | 3.4% |
INNOVATOR US EQUITY POWER BUFFER ETF | 3 | Q2 2024 | 3.0% |
SPDR S&P 500 ETF | 3 | Q2 2024 | 3.0% |
SPDR S&P MIDCAP 400 ETF | 3 | Q2 2024 | 2.9% |
WISDOMTREE FLOATING RATETREASRY ETF | 3 | Q2 2024 | 4.3% |
PIMCO ENHANCED SHRT MATURTY ACTV ETF | 3 | Q2 2024 | 3.1% |
APPLE INC | 3 | Q2 2024 | 2.0% |
View Clear Point Advisors Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-08-14 |
13F-HR | 2024-05-16 |
13F-HR | 2024-05-16 |
View Clear Point 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.