Pensionmark Financial Group, LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Santa Barbara, CA
CIK
0001652594
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 620 1,606,201 VOO, AAPL, IVW, SCHG 13F-HR 8/14/2024 000106299324015117
Q1 2024 394 698,858 IVW, SCHG, IJK, SLQD 13F-HR 5/15/2024 000106299324010343
Q4 2023 378 769,791 IVW, SLQD, IJK, SCHG 13F-HR 2/14/2024 000106299324003199
Q3 2023 265 504,793 SLQD, IJS, VBR, IVE 13F-HR 11/14/2023 000106299323020790
Q2 2023 262 517,001 SLQD, IVW, IJK, IJT 13F-HR 8/14/2023 000106299323016402
Q1 2023 240 480,017 SLQD, IVW, IJK, IJT 13F-HR 5/15/2023 000106299323011077
Q4 2022 239 436,077 SLQD, IJS, IVE, IJJ 13F-HR 2/14/2023 000106299323003283
Q3 2022 243 421,130 SLQD, IJK, IJT, IVW 13F-HR 11/14/2022 000106299322021930
Q2 2022 260 476,131 SLQD, IVW, IJT, IJK 13F-HR 8/9/2022 000106299322017513
Q1 2022 270 481,708 SLQD, IVE, IJJ, IJS 13F-HR 5/12/2022 000106299322012288
Q4 2021 267 478,071 SLQD, IVE, IJJ, IXUS 13F-HR 2/11/2022 000106299322003774
Q3 2021 249 441,812 SLQD, IJK, IVW, IJT 13F-HR 11/12/2021 000106299321010630
Q2 2021 247 437,256 SLQD, IJK, IVW, IJT 13F-HR 8/12/2021 000106299321007387
Q1 2021 226 415,185 SLQD, IVW, IJK, SCHG 13F-HR 5/17/2021 000106299321004614
Q4 2020 228 394,734 IJS, SLQD, IJJ, SLYV 13F-HR 2/16/2021 000106299321001536
Q3 2020 174 292,166 IVW, IJT, IJK, SLQD 13F-HR 11/13/2020 000106299320005613
Q2 2020 166 285,977 IJT, IVW, IJK, SLQD 13F-HR 8/14/2020 000106299320003974
Q1 2020 140 215,401 IJT, SLQD, IVW, IJK 13F-HR 4/23/2020 000106299320001900
Q4 2019 164 256,349 IJT, IVW, SLQD, IJK 13F-HR 2/13/2020 000106299320000729
Q3 2019 155 233,301 IJJ, IVE, SLQD, IJS 13F-HR 11/12/2019 000106299319004314
Q2 2019 147 226,721 IVW, IJK, SLQD, IJT 13F-HR 8/12/2019 000106299319003282
Q1 2019 128 219,684 IVW, IJK, SLQD, IJT 13F-HR 5/14/2019 000106299319002217
Q4 2018 157 222,900 IVE, IJJ, SLQD, IXUS 13F-HR 2/14/2019 000106299319000946