Ratio Wealth Group

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Denver, CO
CIK
0001971024
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 80 536,938 VCIT, VOO, EFV, PFFD 13F-HR 5/13/2024 000197102424000002
Q4 2023 74 462,179 VCIT, VOO, EFV, PFFD 13F-HR 2/13/2024 000197102424000001
Q3 2023 70 399,223 VCIT, EFV, VOO, VYM 13F-HR 11/14/2023 000197102423000018
Q2 2023 67 404,311 VCIT, EFV, VOO, VYM 13F-HR 10/10/2023 000197102423000017
Q4 2022 62 352,143 VCIT, EFV, IEFA, VYM 13F-HR 3/27/2023 000197102423000001
Q3 2022 60 307,216 EFV, PFFD, VOO, IEFA 13F-HR 3/27/2023 000197102423000002
Q2 2022 57 307,386 PFFD, EFV, VOO, IEFA 13F-HR 3/27/2023 000197102423000003
Q1 2022 57 335,153 VOO, EFV, PFFD, QQQ 13F-HR 3/27/2023 000197102423000004
Q4 2021 57 332,325 PFFD, VOO, QQQ, VWO 13F-HR 3/27/2023 000197102423000005
Q3 2021 63 304,731 PFFD, VOO, VWO, EFV 13F-HR 3/27/2023 000197102423000006
Q2 2021 50 278,770 PFFD, VOO, VWO, VPL 13F-HR 3/27/2023 000197102423000007
Q1 2021 47 239,505 VOO, PFFD, VWO, VPL 13F-HR 3/27/2023 000197102423000008
Q4 2020 49 186,298 VOO, VWO, VPL, VIG RESTATEMENT 3/31/2023 000197102423000012
Additional filings from Ratio Wealth Group that have since been restated