Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD WORLD FDS | 5 | Q4 2021 | 15.2% |
VANGUARD WORLD FDS | 5 | Q4 2021 | 12.4% |
INVESCO EXCHANGE TRADED FD T | 5 | Q4 2021 | 10.3% |
INVESCO EXCHANGE TRADED FD T | 5 | Q4 2021 | 9.8% |
INVESCO EXCHANGE TRADED FD T | 5 | Q4 2021 | 10.8% |
VANGUARD WORLD FDS | 5 | Q4 2021 | 7.6% |
PROSHARES TR | 5 | Q4 2021 | 12.5% |
ISHARES TR | 5 | Q4 2021 | 3.7% |
VANGUARD BD INDEX FDS | 5 | Q4 2021 | 3.4% |
VANGUARD INDEX FDS | 5 | Q4 2021 | 7.6% |
View FINANCIAL MANAGEMENT CONCEPTS CORP /ADV's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2022-02-14 |
13F-HR | 2021-11-12 |
13F-HR | 2021-08-06 |
13F-HR | 2021-06-01 |
13F-HR | 2021-02-23 |
View FINANCIAL MANAGEMENT CONCEPTS CORP /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.