| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO S&P 500 QUALITY ETF | 1 | Q2 2024 | 5.0% |
| ISHARES CORE S&P MID-CAP ETF | 1 | Q2 2024 | 4.2% |
| APPLE INC COM | 1 | Q2 2024 | 3.9% |
| PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 1 | Q2 2024 | 2.8% |
| MICROSOFT CORP COM | 1 | Q2 2024 | 2.7% |
| FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND | 1 | Q2 2024 | 2.7% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 1 | Q2 2024 | 2.7% |
| SPDR GOLD SHARES ETF | 1 | Q2 2024 | 2.5% |
| ISHARES INTL DIVIDEND GROWTH ETF | 1 | Q2 2024 | 2.3% |
| SPDR PORTFOLIO S&P 400 MID CAP ETF | 1 | Q2 2024 | 2.3% |
View Lynx Investment Advisory's complete holdings 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.