| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 3 | Q2 2024 | 23.0% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 15.9% |
| HIGHPEAK ENERGY INC | 3 | Q2 2024 | 9.6% |
| VANGUARD TAX-MANAGED FDS | 3 | Q2 2024 | 5.6% |
| APPLE INC | 3 | Q2 2024 | 3.9% |
| EXXON MOBIL CORP | 3 | Q2 2024 | 5.8% |
| SPDR SER TR | 3 | Q2 2024 | 3.5% |
| MICROSOFT CORP | 3 | Q2 2024 | 2.4% |
| ISHARES TR | 3 | Q2 2024 | 2.3% |
| ISHARES TR | 3 | Q2 2024 | 3.7% |
View EIGHT 31 FINANCIAL, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
View EIGHT 31 FINANCIAL, 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.