TLWM

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
San Antonio, TX
CIK
0001732537
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 69 423,147 SPY, IWV, ACWX, VTI 13F-HR 1/8/2024 000108514624000077
Q3 2023 70 377,237 SPY, IWV, ACWX, VTI 13F-HR 10/10/2023 000108514623003681
Q2 2023 67 347,095 SPY, IWV, ACWX, VTI 13F-HR 7/11/2023 000108514623002637
Q1 2023 66 314,676 SPY, IWV, ACWX, VTI 13F-HR 5/11/2023 000108514623002258
Q4 2022 63 275,777 SPY, IWV, BIL, ACWX 13F-HR 2/10/2023 000108514623001039
Q3 2022 50 227,252 SPY, IWV, BIL, ACWX 13F-HR 11/14/2022 000108514622004074
Q2 2022 62 261,068 BIL, SPY, IWV, ACWX 13F-HR 8/8/2022 000108514622002865
Q1 2022 68 286,885 SPY, IWV, ACWX, BSCM 13F-HR 5/16/2022 000108514622002151
Q4 2021 66 298,608 SPY, IWV, ACWX, QQQ 13F-HR 2/3/2022 000108514622000524
Q3 2021 66 263,173 SPY, IWV, ACWX, BSCL 13F-HR 11/12/2021 000108514621003118
Q2 2021 70 279,022 SPY, IWV, ACWX, BSCL 13F-HR 8/10/2021 000108514621002362
Q1 2021 69 263,535 SPY, IWV, ACWX, BSCL 13F-HR 5/10/2021 000108514621001496
Q4 2020 64 250,220 SPY, IWV, ACWX, USMV 13F-HR 2/4/2021 000108514621000462
Q3 2020 61 211,185 SPY, IWV, ACWX, USMV 13F-HR 11/12/2020 000108514620002880
Q2 2020 57 169,367 SPY, IWV, ACWX, USMV 13F-HR 8/7/2020 000108514620002055
Q1 2020 59 170,214 IWV, SPY, ACWX, USMV 13F-HR 5/11/2020 000108514620001391
Q4 2019 59 208,074 IWV, SPY, ACWX, USMV 13F-HR 1/15/2020 000108514620000143
Q3 2019 64 194,381 IWV, SPY, ACWX, USMV 13F-HR 11/5/2019 000108514619002711
Q2 2019 55 173,732 IWV, SPY, ACWX, RSP 13F-HR 7/12/2019 000108514619001858
Q1 2019 54 178,150 IWV, SPY, RSP, ACWX 13F-HR 5/13/2019 000108514619001444
Q4 2018 53 165,116 IWV, SPY, ACWX, QQQ 13F-HR 2/7/2019 000108514619000392
Q3 2018 50 171,827 IWV, SPY, ACWX, QQQ 13F-HR 10/19/2018 000108514618002350
Q2 2018 51 160,109 IWV, SPY, ACWX, QQQ 13F-HR 8/6/2018 000108514618001846
Q1 2018 52 150,428 IWV, SPY, ACWX, QQQ 13F-HR 5/14/2018 000108514618001410
Q4 2017 49 128,732 IWV, SPY, ACWX, QQQ 13F-HR 3/1/2018 000108514618000935