| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FIRST TR EXCHANGE-TRADED FD | 3 | Q2 2024 | 20.3% |
| ISHARES TR | 3 | Q2 2024 | 11.6% |
| GOLDMAN SACHS ETF TR | 3 | Q2 2024 | 7.1% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 9.3% |
| FIRST TR EXCHNG TRADED FD VI | 3 | Q2 2024 | 5.8% |
| LATTICE STRATEGIES TR | 3 | Q2 2024 | 4.7% |
| ISHARES TR | 3 | Q2 2024 | 5.2% |
| ISHARES TR | 3 | Q2 2024 | 3.4% |
| ISHARES TR | 3 | Q2 2024 | 3.2% |
| ISHARES TR | 3 | Q2 2024 | 3.4% |
View Bennett Associates Wealth Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-30 |
| 13F-HR | 2024-07-17 |
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-02-14 |
View Bennett Associates Wealth Management'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.