Sharp Financial Services, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Horsham, PA
CIK
0001733194
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 96 129,537 IYY, AGG, VGIT, IVW 13F-HR 11/4/2024 000195175724001164
Q2 2024 95 116,550 IYY, AGG, VGIT, IYW 13F-HR 7/15/2024 000195175724000521
Q1 2024 87 107,540 IYY, AGG, VGIT, SPY 13F-HR 8/13/2024 000195175724000757
Q4 2023 83 92,194 IYY, AGG, VGIT, IVW 13F-HR 8/13/2024 000195175724000756