| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD S&P | 3 | Q2 2024 | 8.2% |
| APPLE INC | 3 | Q2 2024 | 8.4% |
| FIRST TRUST | 3 | Q2 2024 | 7.0% |
| VANGUARD TOTAL | 3 | Q2 2024 | 5.2% |
| VANGUARD SMALL | 3 | Q2 2024 | 3.6% |
| INDEXIQ IQ | 3 | Q2 2024 | 3.6% |
| AMAZON COM | 3 | Q2 2024 | 3.7% |
| VANGUARD GROWTH | 3 | Q2 2024 | 3.4% |
| VANGUARD VALUE | 3 | Q2 2024 | 3.2% |
| INVESCO S&P | 3 | Q2 2024 | 3.0% |
View Wiser Advisor Group LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-16 |
| 13F-HR | 2024-02-13 |
View Wiser Advisor 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.