Abundance Wealth Counselors

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
State College, PA
CIK
0001767080
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 139 384,769 IVV, IEFA, PCT, IQLT 13F-HR 1/17/2024 000176708024000001
Q3 2023 130 350,116 IVV, PCT, IEFA, IQLT 13F-HR 10/30/2023 000176794023000006
Q2 2023 64 193,314 PCT, IEFA, IQLT, GOVT 13F-HR 7/19/2023 000176708023000003
Q1 2023 145 395,494 IVV, PCT, IEFA, IQLT 13F-HR 5/2/2023 000176708023000002
Q4 2022 148 367,456 IVV, PCT, IEFA, IQLT NEW HOLDINGS 2/9/2023 000196530723000001
Q4 2022 130 339,621 IVV, PCT, IEFA, IQLT 13F-HR 2/2/2023 000173347223000003
Q3 2022 141 349,803 IVV, PCT, IEFA, IQLT 13F-HR 10/31/2022 000176708022000004
Q2 2022 145 368,771 IVV, PCT, IEFA, IQLT 13F-HR 8/5/2022 000176708022000003
Q1 2022 147 368,083 IVV, IEFA, IQLT, IJH 13F-HR 4/28/2022 000180118422000003
Q4 2021 118 390,131 IVV, IEFA, IJH, IQLT 13F-HR 1/18/2022 000176708022000002
Q3 2021 45 171,166 IEFA, IEMG, IQLT, GOVT 13F-HR 11/4/2021 000176708021000008
Q2 2021 106 387,053 IVV, IEFA, IEMG, IJH RESTATEMENT 7/26/2021 000176708021000007
Q1 2021 374 402,317 IVV, IEFA, IEMG, IJH RESTATEMENT 5/6/2021 000176708021000004
Q4 2020 81 398,453 IVV, IEFA, IEMG, IJH 13F-HR 1/27/2021 000176708021000002
Q3 2020 81 347,115 IVV, IEFA, IEMG, IJH 13F-HR 11/4/2020 000176708020000005
Q2 2020 77 328,921 IVV, IEFA, IEMG, IJH 13F-HR 7/21/2020 000176708020000004
Q1 2020 38 288,245 IVV, IEFA, FDLO, IEMG 13F-HR 4/10/2020 000176708020000003
Q4 2019 36 359,016 IVV, IEFA, IEMG, FDLO 13F-HR 1/30/2020 000176708020000002
Q3 2019 33 328,603 IVV, IEFA, FDLO, IEMG 13F-HR 10/31/2019 000176708019000005
Q2 2019 29 321,377 IVV, IEFA, IEMG, FDLO 13F-HR 8/14/2019 000176708019000004
Q1 2019 28 304,553 IVV, IEFA, IEMG, IJH 13F-HR 5/10/2019 000176708019000002
Q4 2018 27 272,287 IVV, IEFA, IEMG, IJH 13F-HR 2/14/2019 000176708019000001
Additional filings from Abundance Wealth Counselors that have since been restated