Pasadena Private Wealth, LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Pasadena, CA
CIK
0001760578
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 148 432,540 VTV, VUG, VEU, VBR 13F-HR 7/19/2024 000108514624003106
Q1 2024 152 434,682 VTV, VUG, VEU, VBR 13F-HR 4/15/2024 000108514624001821
Q4 2023 153 409,727 VTV, VUG, VEU, VBR 13F-HR 1/10/2024 000108514624000162
Q3 2023 103 333,928 VTV, VUG, VEU, HSPX 13F-HR 10/10/2023 000108514623003691
Q2 2023 113 354,989 VTV, VUG, VEU, HSPX 13F-HR 7/11/2023 000108514623002656
Q1 2023 110 345,698 VTV, VUG, VEU, HSPX 13F-HR 4/19/2023 000108514623001760
Q4 2022 111 323,995 VTV, VUG, VEU, SCHB 13F-HR 2/2/2023 000108514623000570
Q3 2022 103 284,165 VTV, VUG, VEU, SCHO 13F-HR 11/18/2022 000108514622004194
Q2 2022 99 292,122 VTV, VUG, VEU, USFR 13F-HR 8/8/2022 000108514622002859
Q1 2022 103 307,122 VTV, VUG, MINT, VEU 13F-HR 4/20/2022 000108514622001467
Q4 2021 118 305,535 VTV, VUG, VEU, GSY 13F-HR 2/14/2022 000108514622000991
Q3 2021 99 285,532 VTV, VUG, VEU, GSY 13F-HR 11/8/2021 000108514621003063
Q2 2021 93 292,211 VTV, VUG, VEU, VCSH 13F-HR 8/9/2021 000108514621002277
Q1 2021 96 276,331 VTV, VUG, VEU, VCSH 13F-HR 4/30/2021 000108514621001386
Q4 2020 83 264,556 VTV, VUG, VEU, GSY 13F-HR 2/10/2021 000108514621000559
Q3 2020 77 257,641 VUG, VTV, VEU, GSY 13F-HR 11/9/2020 000108514620002826
Q2 2020 79 263,589 VUG, VTV, VEU, SCHO 13F-HR 8/5/2020 000108514620002006
Q1 2020 76 242,842 VUG, VTV, VEU, SCHO 13F-HR 5/4/2020 000108514620001299
Q4 2019 66 227,952 VGSH, VTV, VUG, IXUS 13F-HR 1/15/2020 000108514620000144
Q3 2019 60 216,756 VGSH, VTV, VUG, IXUS 13F-HR 10/16/2019 000108514619002555
Q2 2019 52 211,404 VGSH, VTV, VUG, IXUS 13F-HR 8/6/2019 000108514619002097
Q1 2019 42 92,397 VTV, VUG, VBR, VBK 13F-HR 5/10/2019 000108514619001420
Q4 2018 34 74,812 VTV, VUG, SHM, VBR 13F-HR 2/11/2019 000176538019000019