| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Schwab US Broad Market ETF | 23 | Q2 2024 | 8.2% |
| Standard & Poors Dep Rcpts Series 1 | 23 | Q2 2024 | 6.5% |
| ISHARES TR | 23 | Q2 2024 | 7.8% |
| Schwab US Mid-Cap ETF | 23 | Q2 2024 | 4.5% |
| Schwab US Dividend Equity ETF | 23 | Q2 2024 | 3.6% |
| VANGUARD WORLD FDS | 23 | Q2 2024 | 5.9% |
| SPDR S&P Dividend ETF | 23 | Q2 2024 | 3.8% |
| SCHWAB STRATEGIC TR | 23 | Q2 2024 | 4.6% |
| APPLE INC | 23 | Q2 2024 | 3.7% |
| Schwab US Large Cap ETF | 23 | Q2 2024 | 3.5% |
View FIRST NATIONAL CORP /MA/ /ADV's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-20 |
| 13F-HR | 2024-07-12 |
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-18 |
View FIRST NATIONAL CORP /MA/ /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.