| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 26 | Q1 2024 | 28.1% |
| COSTCO WHSL CORP NEW | 26 | Q1 2024 | 5.2% |
| VISA INC | 26 | Q1 2024 | 4.6% |
| APPLE INC | 24 | Q1 2024 | 1.9% |
| MICROSOFT CORP | 23 | Q1 2024 | 5.8% |
| LABORATORY CORP AMER HLDGS | 22 | Q1 2023 | 3.7% |
| WISDOMTREE TR | 17 | Q1 2022 | 15.8% |
| VANGUARD INDEX FDS | 16 | Q1 2024 | 26.9% |
| VANGUARD BD INDEX FDS | 15 | Q1 2022 | 12.2% |
| FORTINET INC | 15 | Q1 2024 | 4.0% |
View Lee Financial Group Hawaii, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-08 |
View Lee Financial Group Hawaii, 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.