Canopy Partners, LLC
13F Portfolio Filings
Most recent 13F
Q1 2024
Location
Terrace Park, OH
CIK
0001960860
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2024
200
204,647
VTI, IEFA, SPY, MSFT
13F-HR
5/15/2024
000196086024000002
Q4 2023
162
164,129
IEFA, SPY, AAPL, MSFT
13F-HR
2/14/2024
000196086024000001