Towerpoint Wealth, LLC

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Sacramento, CA
CIK
0001731445
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 83 199,067 VUG, VTV, VCIT, VEA 13F-HR 4/15/2024 000108514624001813
Q4 2023 79 183,456 VUG, VTV, VCIT, VEA 13F-HR 1/23/2024 000108514624000406
Q3 2023 76 168,438 VUG, VTV, VCIT, VEA 13F-HR 10/10/2023 000108514623003651
Q2 2023 83 177,478 VUG, VTV, VCIT, VEA 13F-HR 7/20/2023 000108514623002775
Q1 2023 78 174,667 VUG, VTV, VCIT, HYG 13F-HR 5/15/2023 000108514623002453
Q4 2022 84 173,302 VTV, VCIT, VUG, FTSM 13F-HR 2/10/2023 000108514623001029
Q3 2022 83 165,877 VCIT, VUG, VTV, FTSM 13F-HR 11/14/2022 000108514622004075
Q2 2022 87 167,385 VCIT, VTV, VUG, HYG 13F-HR 8/8/2022 000108514622002887
Q1 2022 90 201,443 VCIT, VTV, VUG, HYG 13F-HR 5/16/2022 000108514622002163
Q4 2021 84 211,341 VCIT, VUG, VTV, HYG 13F-HR 2/3/2022 000108514622000522
Q3 2021 79 200,815 VCIT, VUG, VTV, MINT 13F-HR 11/12/2021 000108514621003111
Q2 2021 79 201,304 VCIT, VUG, VTV, MINT 13F-HR 7/26/2021 000108514621002090
Q1 2021 76 208,497 MINT, VCIT, VUG, VTV 13F-HR 5/10/2021 000108514621001495
Q4 2020 74 199,944 MINT, VCIT, VUG, VTV 13F-HR 2/10/2021 000108514621000555
Q3 2020 66 179,947 MINT, VCIT, VUG, VTV 13F-HR 11/13/2020 000108514620002921
Q2 2020 64 160,636 VCIT, MINT, VUG, VTV 13F-HR 8/7/2020 000108514620002042
Q1 2020 61 126,269 VCIT, VUG, VTV, BNDX 13F-HR 5/8/2020 000108514620001371
Q4 2019 61 151,334 VCIT, VTV, VUG, VEA 13F-HR 1/15/2020 000108514620000142
Q3 2019 84 147,213 VCIT, VTV, VUG, VEA 13F-HR 11/5/2019 000108514619002715
Q2 2019 57 142,653 VCIT, VTV, VUG, VEA 13F-HR 8/7/2019 000108514619002130
Q1 2019 51 143,263 VCIT, TOTL, VTV, VEA 13F-HR 5/13/2019 000108514619001487
Q4 2018 43 124,728 VCIT, TOTL, VTV, VEA 13F-HR 2/11/2019 000108514619000451
Q3 2018 33 120,424 TOTL, VCIT, VTV, VEA 13F-HR 10/19/2018 000108514618002351
Q2 2018 31 106,387 TOTL, VCIT, VEA, VTV 13F-HR 7/31/2018 000108514618001785
Q1 2018 31 90,234 TOTL, VEA, IWF, IWD 13F-HR 5/15/2018 000108514618001446
Q4 2017 30 75,603 VEA, TOTL, IWD, IWF 13F-HR 2/15/2018 000108514618000894