Fusion Family Wealth LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Woodbury, NY
CIK
0001696209
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 42 886,859 VOO, RWL, VWO, VEA 13F-HR 1/29/2024 000195175724000123
Q3 2023 42 808,344 VOO, RWL, VWO, VB 13F-HR 10/24/2023 000195175723000590
Q2 2023 46 832,448 VOO, RWL, VWO, VB 13F-HR 7/20/2023 000195175723000414
Q1 2023 39 778,051 VOO, RWL, VWO, VB 13F-HR 4/20/2023 000195175723000191
Q4 2022 37 730,443 VOO, RWL, VWO, VB 13F-HR 1/24/2023 000195175723000055
Q3 2022 37 665,221 VOO, VEA, RWL, VB 13F-HR 10/19/2022 000169620922000009
Q2 2022 35 697,926 VOO, VWO, RWL, VEA 13F-HR 7/11/2022 000169620922000008
Q1 2022 35 740,609 VOO, RWL, VWO, VEA 13F-HR 4/28/2022 000169620922000006
Q4 2021 36 671,673 VOO, RWL, VEA, VB 13F-HR 1/20/2022 000169620922000001
Q3 2021 37 665,221 VOO, VEA, RWL, VB 13F-HR 10/14/2021 000169620921000007
Q2 2021 36 667,524 VOO, VEA, RWL, VB 13F-HR 7/30/2021 000169620921000006
Q1 2021 106 646,114 VOO, VEA, RWL, VB 13F-HR 4/29/2021 000169620921000005
Q4 2020 100 565,956 VOO, VEA, RWL, VB 13F-HR 2/9/2021 000169620921000003
Q3 2020 104 495,274 VOO, VEA, RWL, BSCO 13F-HR 11/9/2020 000169620920000007
Q2 2020 111 424,120 VOO, VEA, RWL, BSCM 13F-HR 8/13/2020 000169620920000005
Q1 2020 126 373,037 VOO, VEA, RWL, QQQ 13F-HR 5/6/2020 000160273020000004
Q4 2019 136 434,330 VOO, VEA, RWL, QQQ 13F-HR 1/29/2020 000169620920000004
Q3 2019 143 377,021 VOO, VEA, RWL, VWO 13F-HR 10/31/2019 000169620919000005
Q2 2019 154 401,792 VOO, VEA, RWL, VWO 13F-HR 8/6/2019 000169620919000003
Q1 2019 155 362,132 VOO, VEA, RWL, VWO 13F-HR 5/10/2019 000169620919000002
Q4 2018 258 340,298 VOO, VEA, RWL, VWO 13F-HR 1/18/2019 000169620919000001
Q3 2018 273 372,718 VEA, VOO, RWL, INVESCO QQQ TRUST 13F-HR 11/7/2018 000169620918000004
Q2 2018 295 355,941 VEA, VOO, RWL, INVESCO QQQ TRUST 13F-HR 8/3/2018 000169620918000003
Q1 2018 278 297,420 VEA, VOO, RWL, QQQ 13F-HR 5/2/2018 000169620918000002
Q4 2017 287 400,566 DEM, VEA, VOO, RWL 13F-HR 2/6/2018 000169620918000001
Q3 2017 227 295,443 VEA, VOO, RWL, QQQ 13F-HR 10/30/2017 000169620917000004
Q2 2017 283 292,086 VEA, VOO, RWL, QQQ 13F-HR 8/7/2017 000169620917000003
Q1 2017 316 266,882 VEA, VOO, RWL, QQQ 13F-HR 5/8/2017 000169620917000002
Q4 2016 390 170,186 RWL, QQQ, VWO, CLAYMORE EXCHANGE-TRADED FD TR GUGGENHEIM BULLETSHARES 2020 CORP BD ETF 13F-HR 2/9/2017 000169620917000001