Shepherd Financial Partners LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Winchester, MA
CIK
0001696628
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 210 703,433 SPY, SPTM, IEFA, RSP 13F-HR 2/12/2024 000108514624001125
Q3 2023 188 637,356 SPY, SPTM, IEFA, VBR 13F-HR 11/8/2023 000108514623004223
Q2 2023 186 644,739 SPY, SPTM, IEFA, VBR 13F-HR 8/11/2023 000108514623003268
Q1 2023 179 598,157 SPY, SPTM, IEFA, VBR 13F-HR 5/1/2023 000108514623001990
Q4 2022 169 552,564 SPY, SPTM, IEFA, VBR 13F-HR 2/14/2023 000108514623001288
Q3 2022 165 512,692 SPY, SPTM, IEFA, VBR 13F-HR 11/9/2022 000108514622003867
Q2 2022 161 513,611 SPY, SPTM, VTV, VBR 13F-HR 8/15/2022 000108514622003063
Q1 2022 158 560,074 SPY, SPTM, VTV, QQQ 13F-HR 5/13/2022 000108514622002085
Q4 2021 152 575,906 SPY, SPTM, VTV, QQQ 13F-HR 2/14/2022 000108514622001040
Q3 2021 149 517,892 SPY, SPTM, VTV, SRLN 13F-HR 11/15/2021 000108514621003310
Q2 2021 146 525,797 SPY, SPTM, VTV, AGG 13F-HR 8/16/2021 000108514621002570
Q1 2021 141 451,738 SPY, SPTM, VTV, QQQ 13F-HR 5/14/2021 000108514621001685
Q4 2020 130 438,463 SPY, SPTM, QUAL, QQQ 13F-HR 2/16/2021 000108514621000777
Q3 2020 128 425,192 SPY, SPTM, SPLG, QUAL RESTATEMENT 11/16/2020 000108514620003024
Q2 2020 123 368,700 SPY, SPTM, SPLG, QUAL 13F-HR 8/5/2020 000108514620002009
Q1 2020 116 288,822 SPY, SPTM, SPLG, QUAL 13F-HR 5/7/2020 000108514620001324
Q4 2019 125 430,119 SPY, SPTM, SPLG, MDY 13F-HR 1/31/2020 000108514620000343
Q3 2019 125 398,879 SPY, SPTM, SPLG, MDY 13F-HR 11/25/2019 000108514619003042
Q2 2019 127 532,345 SPY, SPTM, SPLG, MDY 13F-HR 8/5/2019 000108514619002069
Q1 2019 124 516,014 SPY, SPTM, SPLG, MDY 13F-HR 4/29/2019 000108514619001269
Q4 2018 123 459,657 SPY, SPTM, SPLG, MDY 13F-HR 2/7/2019 000108514619000391
Q3 2018 127 442,761 SPY, SPTM, SPLG, MDY 13F-HR 10/16/2018 000108514618002332
Q2 2018 128 444,578 SPY, SPTM, SPLG, MDY 13F-HR 8/2/2018 000108514618001804
Q1 2018 113 406,075 SPY, SPTM, SPLG, MDY 13F-HR 5/1/2018 000108514618001186
Q4 2017 108 426,073 SPY, SPTM, SPLG, MDY 13F-HR 2/14/2018 000108514618000778
Q3 2017 111 430,582 SPY, SPTM, SPLG, MDY 13F-HR 11/13/2017 000108514617002317
Q2 2017 107 409,539 SPY, SPTM, SPLG, MDY 13F-HR 8/14/2017 000108514617001824
Q1 2017 106 385,463 SPY, SPTM, SPLG, MDY 13F-HR 5/8/2017 000108514617001126
Q4 2016 104 352,592 SPY, SPTM, SPLG, MDY RESTATEMENT 2/17/2017 000108514617000825
Additional filings from Shepherd Financial Partners LLC that have since been restated