| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 3 | Q2 2024 | 11.7% |
| SCHWAB STRATEGIC TR | 3 | Q2 2024 | 7.8% |
| VANGUARD WORLD FD | 3 | Q2 2024 | 6.1% |
| APPLE INC | 3 | Q2 2024 | 5.7% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 4.8% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 4.5% |
| VANGUARD TAX-MANAGED FDS | 3 | Q2 2024 | 4.5% |
| VANGUARD BD INDEX FDS | 3 | Q2 2024 | 4.0% |
| VANGUARD SCOTTSDALE FDS | 3 | Q2 2024 | 3.6% |
| VANECK ETF TRUST | 3 | Q2 2024 | 3.4% |
View Farrell Financial LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-24 |
| 13F-HR | 2024-07-24 |
| 13F-HR | 2024-07-24 |
| N-PX | 2024-07-24 |
View Farrell Financial 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.