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 |
---|---|
13F-HR | 2024-10-21 |
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 |
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.