Schwallier Wealth Management LLC

Q4 2023 13F Holdings

Location
Grand Rapids, MI
Holdings as of
12/31/2023
Value ($000)
$120,639
Num holdings
35
Date filed
2/14/2024
Form type
13F-HR
Prev filing
Next filing
5/14/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type