MorganRosel Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Highlands Ranch, CO
CIK
0001753218
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 97 258,572 VTI, SCHF, SCHZ, SPY 13F-HR 1/19/2024 000108514624000340
Q3 2023 96 239,533 VTI, SCHF, SCHZ, SPY 13F-HR 10/30/2023 000108514623003976
Q2 2023 92 245,157 VTI, SCHF, SCHZ, SPY 13F-HR 8/4/2023 000108514623003077
Q1 2023 89 234,379 VTI, SCHF, SCHZ, SPY 13F-HR 4/12/2023 000108514623001665
Q4 2022 90 217,131 VTI, SCHF, SPY, SCHZ 13F-HR 1/19/2023 000108514623000230
Q3 2022 89 199,357 VTI, SCHF, SCHZ, SPY 13F-HR 10/14/2022 000108514622003422
Q2 2022 85 186,926 VTI, SCHF, SPY, SCHZ 13F-HR 7/27/2022 000108514622002620
Q1 2022 87 206,295 VTI, SCHF, SPY, SCHZ 13F-HR 4/21/2022 000108514622001496
Q4 2021 82 205,662 VTI, SPY, SCHZ, SCHF 13F-HR 1/24/2022 000108514622000279
Q3 2021 82 183,163 VTI, SPY, SCHZ, SCHF 13F-HR 10/26/2021 000108514621002899
Q2 2021 83 178,240 VTI, SPY, SCHZ, SCHF 13F-HR 7/27/2021 000108514621002121
Q1 2021 78 158,709 VTI, SPY, SCHF, SCHZ 13F-HR 4/30/2021 000108514621001408
Q4 2020 73 142,119 VTI, SPY, PDP, SCHZ 13F-HR 2/11/2021 000108514621000625
Q3 2020 72 124,288 VTI, SPY, PDP, SCHZ 13F-HR 10/13/2020 000108514620002479
Q2 2020 69 108,132 VTI, SPY, PDP, SCHZ 13F-HR 7/13/2020 000108514620001762
Q1 2020 65 87,696 VTI, PDP, SPLV, SPY 13F-HR 4/17/2020 000108514620001146
Q4 2019 74 131,734 VTI, SPY, PDP, SPLV 13F-HR 1/14/2020 000108514620000127
Q3 2019 69 121,856 VTI, SPY, PDP, SPLV 13F-HR 10/31/2019 000108514619002690
Q2 2019 69 121,386 VTI, PDP, SPY, SPLV 13F-HR 8/6/2019 000108514619002110
Q1 2019 68 117,852 VTI, SPLV, SPY, PDP 13F-HR 4/9/2019 000108514619001119
Q4 2018 65 96,628 SHV, VTI, PDP, SPLV 13F-HR 2/14/2019 000108514619000885