BDO Wealth Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Jacksonville, FL
CIK
0001713458
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2023 979 871,874 IEFA, RSP, EFA, IJH 13F-HR 8/1/2023 000171345823000005
Q1 2023 1,057 815,400 IEFA, RSP, EFA, IJH 13F-HR 5/9/2023 000171345823000004
Q4 2022 1,013 804,452 IEFA, RSP, EFA, IJH RESTATEMENT 1/30/2023 000171345823000003
Q3 2022 1,079 752,482 IEFA, RSP, IJH, MINT RESTATEMENT 11/2/2022 000171345822000007
Q2 2022 1,104 812,573 IEFA, MINT, RSP, VCSH 13F-HR 8/25/2022 000171345822000005
Q1 2022 1,104 936,697 IEFA, MINT, IJH, RSP 13F-HR 5/6/2022 000171345822000002
Q4 2021 1,136 945,036 IEFA, IJH, VWO, IVV 13F-HR 2/11/2022 000171345822000001
Q3 2021 1,084 908,302 IEFA, VWO, IJH, VCSH 13F-HR 11/9/2021 000171345821000004
Q2 2021 1,139 903,193 IEFA, VWO, IJH, VCSH 13F-HR 9/3/2021 000171345821000003
Q1 2021 1,196 848,464 IEFA, VWO, IJH, IEMG 13F-HR 5/14/2021 000171345821000002
Q4 2020 963 710,934 IEFA, IVV, ITOT, IEMG 13F-HR 2/12/2021 000171345821000001
Q3 2020 914 614,166 IEFA, IVV, VCSH, ITOT 13F-HR 11/12/2020 000171345820000004
Q2 2020 705 569,111 IEFA, IVV, ITOT, VCSH 13F-HR 8/14/2020 000171345820000003
Q1 2020 767 494,791 IEFA, VCSH, ITOT, IVV 13F-HR 5/15/2020 000171345820000002
Q4 2019 598 387,678 VCSH, IEFA, BND, IJH 13F-HR 2/14/2020 000171345820000001
Q3 2019 637 390,434 VCSH, MINT, BND, IEFA 13F-HR 11/12/2019 000171345819000004
Q2 2019 624 367,160 VCSH, BND, IJH, IEFA 13F-HR 8/9/2019 000171345819000003
Q1 2019 634 344,182 VCSH, BND, IJH, MDY 13F-HR 5/15/2019 000171345819000002
Q4 2018 572 290,582 VCSH, BND, MDY, MINT 13F-HR 2/14/2019 000171345819000001
Q3 2018 634 309,388 VCSH, BND, MDY, VWO 13F-HR 11/7/2018 000171345818000004
Q2 2018 656 293,672 VCSH, BND, MDY, VWO 13F-HR 8/27/2018 000171345818000003
Q1 2018 575 266,390 VCSH, BND, MDY, VWO 13F-HR 5/23/2018 000171345818000002
Q4 2017 488 222,722 BND, VCSH, MDY, VWO 13F-HR 2/14/2018 000171345818000001
Q3 2017 443 201,678 BND, MDY, VCSH, IJH 13F-HR 11/8/2017 000171345817000002
Q2 2017 559 229,068 BND, MDY, VCSH, IJH 13F-HR 8/8/2017 000171345817000001
Additional filings from BDO Wealth Advisors, LLC that have since been restated