Spartan Planning & Wealth Management

13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Greensboro, NC
CIK
0001749283
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2023 162 85,337 BIL, OPER, SPDW, SPTM 13F-HR 11/17/2023 000174928323000003
Q4 2022 164 80,239 BIL, SGOV, OPER, SPDW 13F-HR 2/1/2023 000174928323000001
Q3 2022 99 76,402 BIL, SHV, OPER, SGOV 13F-HR 11/1/2022 000174928322000005
Q2 2022 114 74,918 BIL, SHV, OPER, SPTM 13F-HR 8/10/2022 000174928322000004
Q1 2022 143 79,934 SPTM, BIL, VTI, OPER 13F-HR 5/16/2022 000174928322000003