UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
13F Portfolio Filings
Most recent 13F
Q1 2024
Location
Pittsburgh, PA
CIK
0002011649
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2024
60
61,121
SCHX, VEA, IWB, ITOT
13F-HR
5/15/2024
000201164924000002
Q4 2023
58
54,815
VEA, SCHX, IWB, DIMENSIONAL ETF TRUST
13F-HR
2/13/2024
000201164924000001