| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD GROWTH ETF | 3 | Q2 2024 | 6.4% |
| APPLE INCORPORATED | 3 | Q2 2024 | 5.4% |
| INVESCO QQQ TR | 3 | Q2 2024 | 5.4% |
| VANGUARD LARGE-CAP ETF | 3 | Q2 2024 | 5.3% |
| SPDR S&P 500 ETF | 3 | Q2 2024 | 4.1% |
| MICROSOFT CORPORATION | 3 | Q2 2024 | 3.9% |
| VANGUARD VALUE ETF | 3 | Q2 2024 | 2.8% |
| VANGUARD DIVIDEND APPRECIATION ETF | 3 | Q2 2024 | 2.7% |
| VANGUARD TOTAL WORLD STOCK ETF | 3 | Q2 2024 | 2.6% |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 3 | Q2 2024 | 2.5% |
View Novak & Powell Financial Services, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-15 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-21 |
View Novak & Powell Financial Services, 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.