Watermark Asset Management, Inc.

13F Portfolio Filings

Most recent 13F
Q4 2018
Location
San Ramon, CA
CIK
0001706457
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2018 294 215,625 IVV, AGG, VEA, IJH 13F-HR 1/14/2019 000170645719000001
Q3 2018 245 241,824 IVV, AGG, VEA, IJH 13F-HR 10/3/2018 000170645718000004
Q2 2018 252 235,648 IVV, AGG, VEA, IJH 13F-HR 7/9/2018 000170645718000003
Q1 2018 243 240,889 IVV, AGG, VEA, IJH 13F-HR 4/17/2018 000170645718000002
Q4 2017 256 239,993 IVV, AGG, VEA, IJH 13F-HR 1/16/2018 000170645718000001
Q3 2017 249 230,395 IVV, AGG, VEA, IJH 13F-HR 10/16/2017 000170645717000004
Q2 2017 255 222,176 IVV, AGG, VEA, VTI 13F-HR 7/17/2017 000170645717000003
Q1 2017 261 212,219 IVV, AGG, VEA, VTI 13F-HR 6/5/2017 000170645717000002