Burt Wealth Advisors

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
North Bethesda, MD
CIK
0001612041
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 107 350,323 CACI, SCHX, BIV, SPIB 13F-HR 2/1/2024 000170581924000013
Q3 2023 101 325,590 BIV, CACI, SCHX, SPIB 13F-HR 10/11/2023 000170581923000074
Q2 2023 107 331,840 BIV, CACI, SCHX, SPY 13F-HR 7/18/2023 000170581923000061
Q1 2023 104 321,766 CACI, BIV, GLDM, MTUM 13F-HR 4/13/2023 000170581923000044
Q4 2022 106 298,570 CACI, BIV, MTUM, GLDM RESTATEMENT 2/15/2023 000170581923000036
Q3 2022 87 249,184 CACI, BIV, EFAV, MTUM 13F-HR 10/11/2022 000170581922000066
Q2 2022 90 287,749 CACI, EFAV, MTUM, GLDM 13F-HR 7/29/2022 000170581922000051
Q1 2022 100 333,380 EFAV, CACI, BIV, MTUM 13F-HR 4/18/2022 000170581922000028
Q4 2021 91 306,130 EFAV, CACI, MTUM, BIV 13F-HR 1/13/2022 000170581922000006
Q3 2021 97 313,722 EFAV, BIV, CACI, MTUM 13F-HR 10/6/2021 000170581921000052
Q2 2021 94 276,897 EFAV, BIV, MTUM, SPY 13F-HR 7/14/2021 000170581921000039
Q1 2021 91 271,324 EFAV, BIV, MTUM, SPY 13F-HR 4/15/2021 000170581921000027
Q4 2020 397 290,250 EFAV, BIV, MTUM, SPY 13F-HR 2/11/2021 000161204121000001
Q3 2020 408 267,392 BIV, EFAV, MTUM, GLDM 13F-HR 11/10/2020 000161204120000005
Q2 2020 414 246,603 AGGP, EFAV, MTUM, SPY 13F-HR 8/5/2020 000161204120000004
Q1 2020 413 222,552 AGGP, EFAV, MTUM, SPY 13F-HR 4/29/2020 000161204120000003
Q4 2019 342 256,272 AGGP, EFAV, SPY, MTUM 13F-HR 1/29/2020 000161204120000002
Q3 2019 343 242,914 AGGP, EFAV, SPY, MTUM 13F-HR 10/31/2019 000161204119000006
Q2 2019 347 228,168 AGGP, EFAV, SPY, MTUM 13F-HR 8/5/2019 000161204119000004
Q1 2019 366 221,620 AGGP, EFAV, SPY, MTUM 13F-HR 4/24/2019 000161204119000003
Q4 2018 362 211,451 AGGP, EFAV, SPY, VWO 13F-HR 2/8/2019 000161204119000001
Q3 2018 401 220,371 EFAV, AGGP, MTUM, SPY 13F-HR 10/30/2018 000161204118000005
Q2 2018 382 208,665 EFAV, AGGP, MTUM, SPY 13F-HR 7/27/2018 000161204118000004
Q1 2018 394 196,460 EFAV, AGGP, SPY, VWO 13F-HR 4/24/2018 000161204118000003
Q4 2017 393 160,760 EFAV, SPY, VWO, FM 13F-HR 1/30/2018 000161204118000001
Q3 2017 368 152,729 EFAV, SPY, VWO, FM 13F-HR 11/9/2017 000161204117000005
Q2 2017 438 144,622 EFAV, SPY, VWO, SCHP 13F-HR 8/7/2017 000161204117000004
Q1 2017 372 138,713 EFAV, SPY, VWO, SCHP 13F-HR 4/28/2017 000161204117000003
Q4 2016 413 111,978 SPY, VWO, SCHP, SCHA 13F-HR 1/31/2017 000161204117000002
Q3 2016 413 93,655 SPY, VWO, FM, SCHA 13F-HR 10/26/2016 000161204116000014
Q2 2016 421 90,123 SPY, VWO, FM, SCHA 13F-HR 7/22/2016 000161204116000013
Q1 2016 665 109,712 SPY, EFAV, VWO, FM RESTATEMENT 5/13/2016 000161204116000012
Q4 2015 528 125,154 SPY, EFAV, VWO, BNDX 13F-HR 1/29/2016 000161204116000010
Q3 2015 406 80,387 EFAV, VWO, SCHA, FM 13F-HR 10/21/2015 000161204115000008
Q2 2015 395 91,913 SPY, VWO, SCHA, TRV 13F-HR 8/3/2015 000161204115000004
Q1 2015 371 98,229 SPY, EFAV, VWO, FM RESTATEMENT 8/4/2015 000161204115000007
Q4 2014 361 94,112 SPY, EFAV, VWO, FM RESTATEMENT 8/3/2015 000161204115000006
Additional filings from Burt Wealth Advisors that have since been restated