Schwallier Wealth Management LLC
13F Portfolio Filings
Most recent 13F
Q1 2024
Location
Grand Rapids, MI
CIK
0001934951
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2024
29
124,125
SPHQ, JPST, VTV, XMHQ
13F-HR
5/14/2024
000193495124000003
Q4 2023
35
120,638
SPHQ, FTSM, AGGY, BND
13F-HR
2/14/2024
000193495124000002