WEALTH MANAGEMENT RESOURCES, INC.

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Smithfield, RI
CIK
0001063516
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 38 212,736 SCHD, IEF, FBND, SPYG 13F-HR 1/19/2024 000108514624000343
Q3 2023 40 206,963 SCHF, SCHD, IEF, FBND 13F-HR 10/24/2023 000108514623003912
Q2 2023 37 171,937 SCHD, SPYG, IEF, SPHQ 13F-HR 7/11/2023 000108514623002638
Q1 2023 44 162,529 SCHD, USFR, DGRW, SPYG 13F-HR 4/10/2023 000108514623001602
Q4 2022 43 154,166 SCHD, USFR, DGRW, SPYG 13F-HR 1/17/2023 000108514623000164
Q3 2022 40 150,316 USFR, SCHD, DGRW, SPYG 13F-HR 10/13/2022 000108514622003394
Q2 2022 40 162,576 USFR, SCHD, DGRW, SPYG 13F-HR 7/22/2022 000108514622002542
Q1 2022 43 144,721 SCHD, SPYG, USMV, IHDG 13F-HR 4/19/2022 000108514622001461
Q4 2021 48 155,297 SCHD, SPYG, USMV, IHDG 13F-HR 2/10/2022 000108514622000791