| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | 2 | Q2 2024 | 8.0% |
| VANGUARD SPECIALIZED FUNDS | 2 | Q2 2024 | 7.4% |
| FIRST TR EXCHNG TRADED FD VI | 2 | Q2 2024 | 7.0% |
| INVESCO EXCH TRD SLF IDX FD | 2 | Q2 2024 | 6.1% |
| ARK ETF TR | 2 | Q2 2024 | 6.2% |
| FIRST TR EXCHNG TRADED FD VI | 2 | Q2 2024 | 5.8% |
| FIRST TR EXCHNG TRADED FD VI | 2 | Q2 2024 | 5.7% |
| INVESCO EXCH TRD SLF IDX FD | 2 | Q2 2024 | 5.5% |
| DIMENSIONAL ETF TRUST | 2 | Q2 2024 | 4.8% |
| FIRST TR EXCHNG TRADED FD VI | 2 | Q2 2024 | 4.5% |
View McCarthy & Cox's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-23 |
| N-PX | 2024-07-01 |
| 13F-HR | 2024-04-30 |
View McCarthy & Cox'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.