| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 5 | Q1 2021 | 34.0% |
| ISHARES TR | 5 | Q1 2021 | 18.3% |
| SCHWAB STRATEGIC TR | 5 | Q1 2021 | 14.4% |
| VANGUARD SCOTTSDALE FDS | 5 | Q1 2021 | 10.4% |
| VANGUARD SPECIALIZED FUNDS | 5 | Q1 2021 | 2.5% |
| APPLE INC | 5 | Q1 2021 | 1.7% |
| HOME DEPOT INC | 5 | Q1 2021 | 1.8% |
| VANGUARD WHITEHALL FDS | 5 | Q1 2021 | 2.1% |
| MICROSOFT CORP | 5 | Q1 2021 | 1.3% |
| LILLY ELI & CO | 5 | Q1 2021 | 1.7% |
View ATLANTA FINANCIAL ASSOCIATES LLC /ADV's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-05-19 |
| 13F-HR | 2021-01-21 |
| 13F-HR | 2020-11-06 |
| 13F-HR | 2020-08-11 |
| 13F-HR | 2020-05-05 |
View ATLANTA FINANCIAL ASSOCIATES LLC /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.