Fairhaven Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Oak Brook, IL
CIK
0001767056
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 119 273,016 IVV, IEFA, IJH, IJR 13F-HR 2/8/2024 000110465924012196
Q3 2023 117 250,836 IVV, IJH, IJR, IEFA 13F-HR 11/14/2023 000110465923118238
Q2 2023 122 261,613 IVV, IJH, IJR, IEFA 13F-HR 8/11/2023 000110465923090242
Q4 2022 117 235,447 IVV, IJH, IJR, IEFA 13F-HR 2/10/2023 000110465923018605
Q3 2022 111 223,760 IVV, SLDP, IJH, IJR 13F-HR 11/10/2022 000110465922117112
Q2 2022 115 213,088 IVV, IJH, IJR, IEFA 13F-HR 8/8/2022 000110465922087060
Q1 2022 128 246,403 IVV, IJH, IJR, IEFA 13F-HR 5/16/2022 000110465922061511
Q4 2021 121 256,352 IVV, IJH, IJR, IEFA 13F-HR 1/18/2022 000110465922004853
Q3 2021 118 242,744 IVV, IJH, IJR, IEFA 13F-HR 11/10/2021 000110465921136755
Q2 2021 120 250,959 IVV, IJH, IJR, IEFA 13F-HR 8/9/2021 000110465921102047
Q1 2021 115 238,411 IVV, IJH, IJR, IEFA 13F-HR 5/13/2021 000110465921065692
Q4 2020 118 227,130 IVV, IJH, IJR, IEFA 13F-HR 2/12/2021 000110465921021839
Q3 2020 99 168,922 IVV, IJH, IJR, IEFA 13F-HR 11/4/2020 000110465920121082
Q2 2020 99 151,971 IVV, IJH, IJR, IEFA 13F-HR 8/14/2020 000110465920095662
Q1 2020 77 110,259 IVV, IJH, IJR, IEFA 13F-HR 5/5/2020 000110465920056729
Q4 2019 79 120,183 IVV, IJH, IJR, IEFA 13F-HR 2/7/2020 000110465920012416
Q3 2019 78 106,879 IVV, IJH, IJR, IEFA 13F-HR 11/15/2019 000110465919064385
Q2 2019 76 107,594 IVV, IJH, IJR, IEFA 13F-HR 8/13/2019 000114420419039448
Q1 2019 81 105,158 IVV, IJH, IJR, IEFA 13F-HR 4/19/2019 000114420419020329
Q4 2018 78 101,755 IVV, IJH, MPAA, IJR 13F-HR 2/14/2019 000114420419007416