Towercrest Capital Management

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Newtown, PA
CIK
0001633288
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 105 559,012 IVV, SCHX, FLOT, AGG 13F-HR 2/8/2024 000163328824000001
Q3 2023 105 514,011 IVV, SCHX, FLOT, AGG 13F-HR 11/13/2023 000163328823000004
Q2 2023 104 536,923 IVV, SCHX, FLOT, FLRN 13F-HR 8/4/2023 000163328823000003
Q1 2023 94 480,932 SCHX, IVV, FLRN, SCHZ 13F-HR 5/11/2023 000163328823000002
Q4 2022 91 451,792 SCHX, IVV, SCHZ, AGG 13F-HR 2/9/2023 000163328823000001
Q3 2022 87 427,376 SCHX, IVV, AGG, SCHZ 13F-HR 11/14/2022 000163328822000004
Q2 2022 91 446,933 SCHX, IVV, SCHZ, AGG 13F-HR 8/11/2022 000163328822000003
Q1 2022 91 512,782 SCHX, SCHZ, IVV, AGG 13F-HR 5/11/2022 000163328822000002
Q4 2021 93 546,565 SCHX, IVV, SCHZ, AGG 13F-HR 2/10/2022 000163328822000001
Q3 2021 94 527,673 SCHX, SCHZ, AGG, IVV 13F-HR 12/10/2021 000163328821000005
Q2 2021 88 516,476 SCHX, AGG, SCHZ, IVV 13F-HR 8/13/2021 000163328821000003
Q1 2021 85 467,369 SCHX, SCHZ, AGG, IVV 13F-HR 5/14/2021 000163328821000002
Q4 2020 84 445,021 SCHX, AGG, SCHZ, IVV 13F-HR 2/12/2021 000163328821000001
Q3 2020 79 407,275 SCHX, AGG, SCHZ, FLRN 13F-HR 11/13/2020 000163328820000004
Q2 2020 77 382,415 SCHX, AGG, SCHZ, IVV 13F-HR 8/13/2020 000163328820000003
Q1 2020 78 333,223 AGG, SCHZ, SCHX, FLRN 13F-HR 5/14/2020 000163328820000002
Q4 2019 79 391,482 SCHX, FLOT, AGG, SCHZ 13F-HR 2/14/2020 000163328820000001
Q3 2019 70 360,593 SCHX, SCHZ, AGG, FLOT 13F-HR 11/13/2019 000163328819000004
Q2 2019 74 353,317 SCHX, AGG, SCHZ, FLOT 13F-HR 8/14/2019 000163328819000003
Q1 2019 71 347,080 SCHX, AGG, FLOT, SCHZ 13F-HR 5/15/2019 000163328819000002
Q4 2018 68 311,365 SCHX, AGG, SCHZ, SHYG 13F-HR 2/15/2019 000163328819000001
Q3 2018 69 338,220 SCHX, SCHZ, AGG, SHYG 13F-HR 11/19/2018 000163328818000005
Q2 2018 76 317,250 SCHX, SCHZ, AGG, SPY 13F-HR 8/14/2018 000163328818000003
Q1 2018 30 144,560 AGG, IEFA, SPY, IVV 13F-HR 5/14/2018 000163328818000002
Q4 2017 26 137,518 AGG, SPY, IEFA, IVV 13F-HR 2/14/2018 000163328818000001
Q3 2017 26 130,509 AGG, IEFA, SPY, GVI 13F-HR 11/14/2017 000163328817000005
Q2 2017 25 127,711 AGG, IEFA, SPY, GVI 13F-HR 8/15/2017 000163328817000004
Q1 2017 25 119,941 AGG, SPY, IEFA, IVV 13F-HR 5/23/2017 000163328817000002
Q4 2016 25 114,784 SPY, AGG, IEFA, IVV 13F-HR 2/15/2017 000163328817000001
Q3 2016 23 112,478 SPY, AGG, IEFA, HYG 13F-HR 11/15/2016 000163328816000008
Q2 2016 23 104,049 SPY, AGG, IEFA, HYG 13F-HR 8/15/2016 000163328816000007
Q1 2016 24 94,503 SPY, AGG, IEFA, HYG 13F-HR 5/16/2016 000163328816000006
Q4 2015 23 92,590 AGG, SPY, IVV, IEFA 13F-HR 2/12/2016 000163328816000005
Q3 2015 22 90,713 AGG, IVV, SPY, IEFA 13F-HR 11/16/2015 000163328815000004
Q2 2015 22 94,726 AGG, IVV, SPY, HYG 13F-HR 8/14/2015 000163328815000003
Q1 2015 22 95,646 AGG, SPY, IVV, HYG 13F-HR 5/14/2015 000163328815000002
Q4 2014 21 86,291 AGG, SPY, HYG, IVV 13F-HR 2/13/2015 000163328815000001