Integris Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Monterey, CA
CIK
0001750852
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 104 358,029 BSV, IVV, VTI, VEA 13F-HR 10/18/2024 000175085224000005
Q2 2024 93 346,184 BSV, IVV, VTI, VEA 13F-HR 7/19/2024 000175085224000003
Q1 2024 95 361,746 BSV, IVV, VTI, VEA 13F-HR 5/3/2024 000175085224000002
Q4 2023 92 337,885 BSV, IVV, VTI, VEA 13F-HR 2/9/2024 000175085224000001
Q3 2023 84 305,059 BSV, IVV, VTI, VEA 13F-HR 11/8/2023 000175085223000014
Q2 2023 82 282,624 BSV, IVV, VGK, VNQ 13F-HR 7/13/2023 000175085223000013
Q1 2023 81 272,217 BSV, IVV, VGK, VNQ 13F-HR 5/15/2023 000184281123000003
Q4 2022 78 256,321 BSV, IVV, VGK, VNQ 13F-HR 2/7/2023 000175085223000008