BRANDYWINE OAK PRIVATE WEALTH LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Kennett Square, PA
CIK
0001764694
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 230 900,206 SCHF, VTV, VUG, VCSH 13F-HR 2/5/2024 000176469424000001
Q3 2023 230 852,128 SCHF, VTV, VUG, VCSH 13F-HR 11/14/2023 000176469423000003
Q2 2023 241 893,477 SCHF, VTV, VUG, VCSH 13F-HR 8/11/2023 000176469423000002
Q1 2023 250 856,787 SCHF, VTV, VUG, VCSH 13F-HR 5/10/2023 000117266123001961
Q4 2022 248 804,087 SCHF, VTV, VUG, VCSH 13F-HR 2/6/2023 000117266123000449
Q3 2022 296 736,744 SCHF, VTV, VUG, VCSH 13F-HR 11/14/2022 000160658722002273
Q2 2022 315 781,520 VTV, SCHF, VUG, VCSH 13F-HR 7/22/2022 000160658722001415
Q1 2022 341 874,441 VGT, STIP, SCHF, SCHO 13F-HR 5/2/2022 000160658722000842
Q4 2021 346 915,653 VGT, VCSH, STIP, SCHF 13F-HR 2/7/2022 000160658722000369
Q3 2021 336 861,003 VGT, VCSH, STIP, SCHF 13F-HR 10/18/2021 000160658721001296
Q2 2021 339 856,726 STIP, VCSH, VGT, SCHO 13F-HR 8/9/2021 000160658721001072
Q1 2021 274 678,779 SCHP, VCSH, VGT, SCHO 13F-HR 5/6/2021 000160658721000615
Q4 2020 268 655,944 VGT, SCHO, VIGI, SCHP 13F-HR 2/8/2021 000160658721000233
Q3 2020 267 598,216 VGT, SCHO, IAU, VIGI 13F-HR 10/16/2020 000160658720001067
Q2 2020 253 562,705 VGT, SCHO, VIGI, SCHP 13F-HR 8/6/2020 000160658720000861
Q1 2020 217 484,370 VGT, SCHO, GBIL, IEMG 13F-HR 5/6/2020 000160658720000594
Q4 2019 238 549,616 VGT, SCHO, IEMG, IEUR 13F-HR 1/28/2020 000160658720000120
Q3 2019 232 527,705 VGT, SCHO, IEMG, IEUR 13F-HR 10/30/2019 000160658719000941
Q2 2019 221 500,198 VGT, SCHO, IEMG, XLV 13F-HR 7/22/2019 000160658719000649
Q1 2019 215 479,699 VGT, SCHO, IPAC, TFLO 13F-HR 5/9/2019 000160658719000518
Q4 2018 736 444,993 VGT, FLOT, MBB, TFLO 13F-HR 2/14/2019 000160658719000258