Dynamic Wealth Strategies, LLC
13F Portfolio Filings
Most recent 13F
Q1 2024
Location
Granite Bay, CA
CIK
0001812853
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2024
246
117,018
VTV, EFA, BND, SPHQ
13F-HR
5/15/2024
000181285324000004
Q4 2023
245
108,600
VTV, BND, EFA, SPHQ
13F-HR
2/13/2024
000181285324000003