| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 23 | Q2 2024 | 17.0% |
| BERKSHIRE HATHAWAY INC DEL | 23 | Q2 2024 | 7.4% |
| APPLE INC | 23 | Q2 2024 | 8.9% |
| ACCENTURE PLC IRELAND | 23 | Q2 2024 | 2.1% |
| ISHARES INC | 22 | Q2 2024 | 14.1% |
| ISHARES TR | 22 | Q2 2024 | 24.5% |
| VANGUARD WORLD FDS | 18 | Q2 2024 | 14.1% |
| VANGUARD SPECIALIZED FUNDS | 17 | Q2 2024 | 12.4% |
| INVESCO EXCHANGE TRADED FD T | 17 | Q2 2024 | 6.9% |
| TESLA INC | 16 | Q2 2024 | 0.7% |
View SEARCY FINANCIAL SERVICES INC /ADV's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-15 |
| N-PX | 2024-07-03 |
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-16 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-01-13 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-28 |
View SEARCY FINANCIAL SERVICES INC /ADV'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.