Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2022 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
WISDOMTREE TR | 1 | Q2 2024 | 21.5% |
SCHWAB STRATEGIC TR | 1 | Q2 2024 | 13.7% |
ISHARES TR | 1 | Q2 2024 | 12.9% |
VANGUARD INDEX FDS | 1 | Q2 2024 | 6.3% |
SCHWAB STRATEGIC TR | 1 | Q2 2024 | 4.1% |
VANGUARD BD INDEX FDS | 1 | Q2 2024 | 3.4% |
VANGUARD INTL EQUITY INDEX F | 1 | Q2 2024 | 3.3% |
ISHARES TR | 1 | Q2 2024 | 2.7% |
SPDR SER TR | 1 | Q2 2024 | 2.4% |
SCHWAB STRATEGIC TR | 1 | Q2 2024 | 2.2% |
View Stonekeep Investments, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-08-06 |
N-PX | 2024-08-06 |
View Stonekeep Investments, 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.