| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DOMINOS PIZZA INC | 6 | Q3 2014 | 16.5% |
| ISHARES RUSSELL MIDCAP ETF | 6 | Q3 2014 | 11.3% |
| SPDR DOWN JONES INDL AVG | 6 | Q3 2014 | 15.8% |
| ISHARES RUSSELL 1000 ETF | 6 | Q3 2014 | 13.1% |
| DFA U.S. LARGE CAP VALUE FUND | 6 | Q3 2014 | 13.2% |
| RUSSELL 1000 VALUE INDEX FUND | 6 | Q3 2014 | 9.2% |
| ISHARES SELECT DIVIDEND ETF | 6 | Q3 2014 | 6.7% |
| DFA U.S. SMALL CAP VALUE FUND | 6 | Q3 2014 | 5.2% |
| ISHARES RUSSELL 2000 ETF | 6 | Q3 2014 | 4.6% |
| BERKSHIRE HATHAWAY INC CL-A | 6 | Q3 2014 | 6.7% |
View STEWARD CAPITAL MANAGEMENT/'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2014-10-15 |
| 13F-HR | 2014-07-17 |
| 13F-HR | 2014-04-25 |
| 13F-HR | 2014-01-28 |
| 13F-HR | 2013-10-31 |
| 13F-HR | 2013-07-30 |
| 13F-HR | 2013-04-18 |
| 13F-HR | 2013-01-24 |
| 13F-HR | 2012-10-23 |
| 13F-HR | 2012-07-23 |
View STEWARD CAPITAL MANAGEMENT/'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.