| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 22 | Q2 2024 | 26.1% |
| GOLDMAN SACHS ETF TR | 22 | Q2 2024 | 7.2% |
| Fidelity MSCI Information Tech ETF | 22 | Q2 2024 | 4.9% |
| ISHARES TR | 22 | Q2 2024 | 8.6% |
| ARK Innovation ETF | 22 | Q2 2024 | 4.6% |
| VanEck Fallen Angel HiYld Bd ETF | 22 | Q2 2024 | 2.9% |
| Invesco National AMT-Free Muni Bd ETF | 22 | Q2 2024 | 1.5% |
| ISHARES INC | 22 | Q2 2024 | 4.1% |
| BERKSHIRE HATHAWAY INC DEL | 22 | Q2 2024 | 1.3% |
| Vanguard S&P 500 ETF | 22 | Q2 2024 | 1.3% |
View TRAPHAGEN INVESTMENT ADVISORS LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-31 |
| 13F-HR | 2024-07-23 |
| 13F-HR | 2024-06-17 |
| 13F-HR | 2024-06-17 |
| 13F-HR | 2024-06-17 |
| 13F-HR | 2024-06-17 |
| 13F-HR | 2024-06-17 |
| 13F-HR | 2024-06-17 |
| 13F-HR | 2024-06-17 |
| 13F-HR | 2024-06-17 |
View TRAPHAGEN INVESTMENT 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.