Lee Financial Group Hawaii, Inc.

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Honolulu, HI
CIK
0000837980
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 28 127,826 VOO, COWZ, GSLC, BOTZ 13F-HR 4/24/2024 000139834424007669
Q4 2023 30 117,442 VOO, COWZ, ALTL, BOND 13F-HR 1/23/2024 000139834424000880
Q3 2023 30 108,958 VOO, COWZ, ALTL, BOND 13F-HR 10/18/2023 000139834423019379
Q2 2023 30 109,437 COWZ, VOO, ALTL, UCON 13F-HR 8/2/2023 000139834423013921
Q1 2023 31 97,092 COWZ, VOO, ALTL, UCON 13F-HR 5/4/2023 000139834423008823
Q4 2022 31 101,673 COWZ, SMMD, VOO, PALC 13F-HR 2/13/2023 000139834423002955
Q3 2022 33 124,268 CLOV, COWZ, SMMD, VOO 13F-HR 11/4/2022 000139834422021474
Q2 2022 34 102,546 COWZ, VOO, PALC, BOND 13F-HR 8/8/2022 000139834422014985
Q1 2022 37 146,696 CLOV, COWZ, VOO, BOND 13F-HR 5/10/2022 000139834422009229
Q4 2021 36 137,571 VOO, COWZ, BOND, SMMD 13F-HR 2/8/2022 000139834422002333
Q3 2021 36 135,967 VOO, BOND, COWZ, SMMD 13F-HR 11/2/2021 000139834421020847
Q2 2021 36 138,738 VOO, COWZ, BOND, SMMD 13F-HR 8/9/2021 000139834421015695
Q1 2021 28 121,900 VOO, BIV, SMMD, ARKK 13F-HR 5/10/2021 000139834421010075
Q4 2020 42 118,685 VOO, USMV, SPTM, MSFT 13F-HR 2/3/2021 000139834421002151
Q3 2020 41 120,503 AGGY, USMV, SPTM, MSFT 13F-HR 10/27/2020 000139834420020803
Q2 2020 39 116,255 AGGY, USMV, SPTM, MSFT 13F-HR 7/23/2020 000139834420014212
Q1 2020 24 87,181 AGGY, USMV, SPTM, XAR 13F-HR 5/4/2020 000139834420009230
Q4 2019 27 126,713 SPTM, USMV, AGGY, ITA 13F-HR 1/30/2020 000139834420001569
Q3 2019 25 112,123 USMV, AGGY, SPTM, ITA 13F-HR 10/29/2019 000139834419018701
Q2 2019 30 117,033 USMV, SPTM, AGGY, ITA 13F-HR 7/30/2019 000139834419013110
Q1 2019 34 107,448 USMV, AGGY, JPIN, LOW 13F-HR 5/1/2019 000139834419007534
Q4 2018 28 93,129 USMV, VXUS, AGGY, LOW 13F-HR 1/29/2019 000139834419001278
Q3 2018 33 112,390 USMV, VXUS, AGGY, LOW 13F-HR 10/23/2018 000139834418015228
Q2 2018 29 108,046 VXUS, USMV, AGGY, LOW 13F-HR 7/31/2018 000139834418010877
Q1 2018 30 103,758 USMV, VXUS, AGGY, ITA 13F-HR 4/25/2018 000139834418005962
Q4 2017 35 107,604 USMV, VXUS, ITA, LOW 13F-HR 1/30/2018 000139834418001165