Sendero Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
San Antonio, TX
CIK
0001639375
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 156 581,696 VTI, GNR, ITOT, GOOGL 13F-HR 4/16/2024 000163937524000003
Q4 2023 147 530,498 VTI, GNR, ITOT, GOOGL 13F-HR 1/17/2024 000163937524000001
Q3 2023 152 466,015 VTI, GNR, ITOT, GOOGL 13F-HR 10/10/2023 000163937523000008
Q2 2023 150 457,741 VTI, GNR, ITOT, AMZN 13F-HR 7/20/2023 000163937523000006
Q1 2023 101 326,521 VTI, GNR, MSFT, GOOGL 13F-HR 4/27/2023 000163937523000005
Q4 2022 102 281,237 VTI, GNR, GOOGL, MSFT 13F-HR 2/1/2023 000163937523000002
Q3 2022 97 240,347 VTI, GNR, VOO, GOOGL 13F-HR 10/27/2022 000163937522000006
Q2 2022 87 104,303 VOO, MSFT, GOOGL, SCHW 13F-HR 8/9/2022 000163937522000005
Q1 2022 78 216,868 VTI, VOO, GNR, MSFT 13F-HR 5/6/2022 000163937522000004
Q4 2021 81 225,197 VTI, VOO, MSFT, GOOGL 13F-HR 2/14/2022 000163937522000003