| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 3 | Q2 2024 | 11.0% |
| PROSHARES TR | 3 | Q2 2024 | 8.8% |
| INNOVATOR ETFS TRUST | 3 | Q2 2024 | 8.5% |
| INNOVATOR ETFS TRUST | 3 | Q2 2024 | 4.7% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 3.7% |
| SCHWAB STRATEGIC TR | 3 | Q2 2024 | 3.4% |
| VANGUARD WORLD FDS | 3 | Q2 2024 | 3.2% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 3.1% |
| PACER FDS TR | 3 | Q2 2024 | 3.0% |
| VANGUARD WORLD FDS | 3 | Q2 2024 | 2.8% |
View Long Island Wealth Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-15 |
| N-PX | 2024-08-15 |
| N-PX | 2024-08-14 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-14 |
View Long Island Wealth Management, 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.