Spectrum Planning & Advisory Services Inc.

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
San Diego, CA
CIK
0001725394
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 56 104,037 SPLG, IVW, QUAL, DYNF 13F-HR 11/8/2024 000195175724001186
Q2 2024 54 103,644 SPLG, IUSB, IVW, BIL 13F-HR 7/18/2024 000195175724000528
Q4 2023 50 70,600 SPLG, QUAL, EFV, ESGU 13F-HR 1/18/2024 000195175724000074
Q3 2023 44 63,412 SPLG, EFV, QUAL, EFG 13F-HR 10/24/2023 000195175723000603
Q2 2023 41 66,768 SPLG, QUAL, ESGU, EFG 13F-HR 7/24/2023 000195175723000419
Q1 2023 37 61,588 SPLG, QUAL, ESGU, EFG 13F-HR 4/18/2023 000195175723000179
Q4 2022 41 73,267 SPLG, VTI, ESGU, SH 13F-HR 1/19/2023 000195175723000033
Q3 2022 57 98,930 SPLG, UNITED STATES TREASURY NOTES NOTE, ESGU, UNITED STATES TREASURY BILLS BILL 13F-HR 10/17/2022 000172539422000004
Q2 2022 42 95,922 SPLG, ESGU, VGSH, BIL 13F-HR 7/14/2022 000172539422000003
Q1 2022 43 109,398 SPLG, ESGU, VGSH, BIL 13F-HR 4/18/2022 000172539422000002
Q4 2021 51 109,986 ESGU, SPLG, VGSH, BIL 13F-HR 1/18/2022 000172539422000001
Q3 2021 46 102,053 ESGU, SPLG, VGSH, BIL 13F-HR 10/13/2021 000172539421000004
Q2 2021 46 104,043 ESGU, GOVT, VGSH, SPLG 13F-HR 7/19/2021 000172539421000003
Q1 2021 46 97,327 ESGU, GOVT, VGSH, BIL 13F-HR 4/26/2021 000172539421000002
Q4 2020 42 93,031 ESGU, VGSH, BIL, SPTS 13F-HR 2/2/2021 000172539421000001