APPROPRIATE BALANCE FINANCIAL SERVICES INC.

13F Portfolio Filings

Most recent 13F
Q3 2017
Location
Bellevue, WA
CIK
0000752832
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2017 30 2,013,038 XLF, IJR, QQQ, VEA 13F-HR 10/10/2017 000075283217000005
Q2 2017 29 1,970,654 XLF, IJR, QQQ, VEA 13F-HR 7/24/2017 000075283217000004
Q1 2017 30 1,997,812 XLF, IJR, QQQ, VEA 13F-HR 5/1/2017 000075283217000003
Q4 2016 32 163,225 QQQ, MDY, SPY, IJR 13F-HR 1/30/2017 000075283217000001
Q3 2016 32 155,879 QQQ, MDY, SPY, IJR 13F-HR 10/18/2016 000075283216000006
Q2 2016 32 151,128 QQQ, MDY, SPY, IJR 13F-HR 7/12/2016 000075283216000005
Q1 2016 29 143,959 QQQ, MDY, SPY, IJR RESTATEMENT 4/25/2016 000075283216000004
Q4 2015 25 144,388 QQQ, MDY, SPY, IJR 13F-HR 4/13/2016 000075283216000001
Additional filings from Appropriate Balance Financial Services Inc. that have since been restated