JANICZEK WEALTH MANAGEMENT, LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Denver, CO
CIK
0001598561
Alternate names
JJJ Advisors Inc.
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 1,091 477,130 IVV, AVDE, AGG, DSTL 13F-HR 7/25/2024 000159856124000004
Q1 2024 1,091 469,713 IVV, SCHD, AGG, DSTL 13F-HR 4/15/2024 000159856124000003
Q4 2023 1,133 414,144 IVV, SCHD, AGG, AVDE 13F-HR 1/29/2024 000159856124000002
Q3 2023 1,054 379,452 IVV, SCHD, AGG, AVDE 13F-HR 10/13/2023 000159856123000005
Q2 2023 989 363,494 IVV, SCHD, AGG, AVDE 13F-HR 7/11/2023 000159856123000004
Q1 2023 1,004 352,706 IVV, SCHD, AGG, AVDE 13F-HR 4/21/2023 000159856123000003
Q4 2022 1,032 355,273 IVV, SCHD, JPST, DSTL 13F-HR 1/23/2023 000159856123000001
Q3 2022 1,014 306,982 IVV, SCHD, JPST, UCON 13F-HR 10/17/2022 000159856122000006
Q2 2022 1,049 336,416 IVV, SCHD, JPST, SCHG 13F-HR 8/3/2022 000159856122000005
Q1 2022 1,024 362,200 IVV, SCHD, JPST, SCHG 13F-HR 5/5/2022 000159856122000003
Q4 2021 1,084 334,322 IVV, SCHD, SCHG, SCHA 13F-HR 2/1/2022 000159856122000002
Q3 2021 1,033 282,828 IVV, SCHD, EFAV, SCHA RESTATEMENT 10/25/2021 000159856121000006
Q2 2021 917 275,284 IVV, SCHD, EFAV, SCHA 13F-HR 7/28/2021 000159856121000004
Q1 2021 874 250,715 IVV, SCHD, EFAV, SCHA 13F-HR 4/28/2021 000159856121000003
Q4 2020 802 206,496 IVV, AGG, EFAV, SCHD 13F-HR 1/26/2021 000159856121000001
Q3 2020 660 185,966 IVV, AGG, EFAV, SCHD 13F-HR 10/19/2020 000159856120000006
Q2 2020 376 178,017 IVV, AGG, EFAV, SCHD 13F-HR 7/17/2020 000159856120000005
Q1 2020 165 177,392 IVV, AGG, XMLV, SCHD 13F-HR 4/20/2020 000159856120000004
Q4 2019 162 222,447 IVV, AGG, VEA, FNDA 13F-HR 2/5/2020 000159856120000003
Q3 2019 167 220,086 IVV, AGG, VEA, FNDA 13F-HR 10/30/2019 000159856119000006
Q2 2019 195 213,924 IVV, AGG, VEA, SCHV 13F-HR 7/22/2019 000159856119000005
Q1 2019 171 211,791 IVV, AGG, VEA, SCHV 13F-HR 5/2/2019 000159856119000004
Q4 2018 174 197,024 IVV, AGG, VEA, IWM 13F-HR 1/28/2019 000159856119000003
Q3 2018 157 191,177 IVV, AGG, VEA, IWM 13F-HR 10/22/2018 000159856118000006
Q2 2018 178 189,590 IVV, AGG, VEA, IWM 13F-HR 7/25/2018 000159856118000005
Q1 2018 37 176,464 IVV, AGG, VEA, IWM 13F-HR 5/1/2018 000159856118000004
Q4 2017 38 183,815 IVV, VEA, AGG, IWM 13F-HR 1/30/2018 000159856118000003
Q3 2017 38 180,135 IVV, VEA, AGG, IWM 13F-HR 10/18/2017 000159856117000009
Q2 2017 35 171,629 IVV, VEA, AGG, IWM 13F-HR 7/17/2017 000159856117000007
Q1 2017 30 174,798 IVV, VEA, AGG, IWM 13F-HR 5/3/2017 000159856117000006
Q4 2016 55 224,002 IVV, VEA, LQD, IWM 13F-HR 2/6/2017 000159856117000005
Additional filings from Janiczek Wealth Management, LLC that have since been restated