| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TRUST CORE S&P | 23 | Q2 2023 | 3.1% |
| VANGUARD SPECIALIZED | 23 | Q2 2023 | 5.0% |
| ISHARES TRUST MBS ETF | 23 | Q2 2023 | 3.1% |
| ISHARES TRUST CORE MS | 23 | Q2 2023 | 2.2% |
| ISHARES TRUST HDG MSC | 23 | Q2 2023 | 2.1% |
| ISHARES TRUST 20 YR T | 23 | Q2 2023 | 1.7% |
| ISHARES TRUST 1 3 YR | 23 | Q2 2023 | 10.4% |
| VANGUARD TOTAL BND MR | 23 | Q2 2023 | 1.6% |
| DBX ETF TRUST XTRACK | 23 | Q2 2023 | 1.8% |
| ISHARES TRUST SH TR C | 23 | Q2 2023 | 0.9% |
View PFS INVESTMENTS INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-NT | 2024-04-24 |
| X-17A-5 | 2024-02-29 |
| 13F-NT | 2024-02-14 |
| 13F-NT | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| X-17A-5 | 2023-02-28 |
| 13F-HR/A | 2023-02-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
View PFS INVESTMENTS INC.'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.