Wealthquest Corp

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Cincinnati, OH
CIK
0001632968
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 134 902,361 VV, VONG, IEFA, SPTM 13F-HR 2/15/2024 000174256924000003
Q3 2023 127 814,735 VV, VONG, IEFA, SPTM 13F-HR 11/15/2023 000179446723000006
Q2 2023 120 836,882 VV, VONG, IEFA, SPTM 13F-HR 8/14/2023 000163296823000003
Q1 2023 120 770,718 VV, VONG, IEFA, UTWO 13F-HR 5/4/2023 000163296823000002
Q4 2022 124 777,195 VV, VONG, IEFA, BMAY 13F-HR 2/10/2023 000163296823000001
Q3 2022 120 715,232 VV, VONG, BMAY, IEFA 13F-HR 11/8/2022 000163296822000004
Q2 2022 120 662,743 VV, BMAY, PMAY, AFG 13F-HR 8/12/2022 000163296822000002
Q1 2022 143 651,791 VV, AFG, IJH, IEFA 13F-HR 8/18/2022 000163296822000003
Q4 2021 143 651,791 VV, AFG, IJH, IEFA 13F-HR 2/14/2022 000174256922000004
Q3 2021 134 592,703 VV, AFG, IJH, IEFA 13F-HR 11/15/2021 000174256921000002
Q2 2021 147 584,657 VV, AFG, IJH, IEFA 13F-HR 8/10/2021 000163296821000003
Q1 2021 138 535,243 VV, AFG, IJH, IEFA 13F-HR 5/13/2021 000163296821000002
Q4 2020 135 467,445 VV, IJH, AFG, IEFA 13F-HR 2/9/2021 000163296821000001
Q3 2020 111 403,893 VV, PG, IJH, IEFA 13F-HR 11/12/2020 000163296820000004
Q2 2020 107 393,175 VV, PG, IJH, AFG 13F-HR 8/11/2020 000163296820000002
Q4 2019 133 349,184 AFG, IJH, VWO, SPLG 13F-HR 2/18/2020 000163296820000001
Q3 2019 128 299,186 AFG, IJH, PG, USFR 13F-HR 10/18/2019 000163296819000003
Q2 2019 127 264,661 AFG, IJH, USFR, PG 13F-HR 7/22/2019 000165196019000005
Q1 2019 130 264,641 AFG, IJH, USFR, PG 13F-HR 4/18/2019 000163296819000002
Q4 2018 132 244,043 AFG, IJH, USFR, PG 13F-HR 1/23/2019 000163296819000001
Q3 2015 47 55,214 PRF, PG, IJH, ISTB 13F-HR 10/23/2015 000163296815000004
Q2 2015 49 68,277 PRF, DGS, PG, DTV 13F-HR 8/4/2015 000163296815000003
Q1 2015 51 69,430 PRF, DGS, PG, DTV 13F-HR 4/24/2015 000163296815000002
Q4 2014 54 97,879 ACWI, PRF, DGS, PG 13F-HR 2/12/2015 000163296815000001