DWM Financial Group, Inc.

13F Portfolio Filings

Most recent 13F
Q4 2020
Location
Palatine, IL
CIK
0001759545
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2020 17 73,441 JPIN, PRFZ, SCHP, JHMM 13F-HR 2/12/2021 000110465921021846
Q3 2020 17 64,021 SCHP, JPIN, PRFZ, JHMM 13F-HR 11/6/2020 000110465920122432
Q2 2020 19 67,072 JPIN, PRFZ, JHMM, IAU 13F-HR 8/19/2020 000110465920096786
Q1 2020 25 45,511 JHMM, JPIN, VBK, FNDA 13F-HR 5/13/2020 000110465920060655
Q4 2019 31 98,179 JHMM, JPIN, FNDA, VBK 13F-HR 2/14/2020 000110465920021173