Falcon Wealth Planning

Q4 2023 13F Holdings

Location
Ontario, CA
Holdings as of
12/31/2023
Value ($000)
$571,778
Num holdings
132
Date filed
1/10/2024
Form type
13F-HR
Prev filing
10/5/2023
Next filing
4/15/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type