| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR Portfolio Large Cap ETF | 3 | Q2 2024 | 12.1% |
| SPDR Portfolio Emerging Marke | 3 | Q2 2024 | 9.3% |
| SPDR Portfolio Developed World | 3 | Q2 2024 | 8.2% |
| SPDR Portfolio Mid Cap ETF | 3 | Q2 2024 | 7.5% |
| Blackrock Floating Rate Income | 3 | Q2 2024 | 4.2% |
| WisdomTree SmallCap Dividend F | 3 | Q2 2024 | 2.3% |
| Vaneck Vectors Junior Gold Min | 3 | Q2 2024 | 2.1% |
| WisdomTree Emerging Mkts Small | 3 | Q2 2024 | 1.7% |
| WisdomTree International Small | 3 | Q2 2024 | 1.7% |
| SPDR Portfolio Small Cap ETF | 3 | Q2 2024 | 1.6% |
View Marathon Strategic Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-10-07 |
| 13F-HR | 2024-07-08 |
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-04-30 |
View Marathon Strategic Advisors, 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.