ERTS Wealth Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Marquette, MI
CIK
0001767602
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 87 463,538 SPYV, SPYG, USHY, GOVT 13F-HR 1/23/2024 000195175724000102
Q3 2023 82 415,313 SPYV, SPYG, USHY, GOVT 13F-HR 10/16/2023 000195175723000570
Q2 2023 91 429,197 IEUR, USHY, GOVT, SPYV 13F-HR 7/17/2023 000195175723000374
Q1 2023 89 412,732 IEUR, USHY, GOVT, SPIB 13F-HR 4/18/2023 000195175723000182
Q4 2022 92 385,803 SPYV, USHY, SPYG, GOVT 13F-HR 1/30/2023 000195175723000082
Q3 2022 85 356,392 SPYV, SPYG, SCHO, GOVT 13F-HR 11/8/2022 000176760222000006
Q2 2022 89 352,214 SPYV, GOVT, SPYG, VOE RESTATEMENT 8/9/2022 000176760222000005
Q1 2022 88 357,230 SPYV, SPYG, GOVT, VOE 13F-HR 5/11/2022 000176760222000003
Q4 2021 87 419,102 SPYV, GOVT, SPYG, SCHO 13F-HR 2/14/2022 000176760222000002
Q3 2021 85 381,303 GOVT, HYMB, SLYV, SCHO 13F-HR 10/13/2021 000176760221000004
Q2 2021 91 369,697 SPYV, SPYG, GOVT, USHY 13F-HR 8/11/2021 000184489421000005
Q1 2021 86 337,533 SPYV, SPYG, VOE, USHY 13F-HR 5/7/2021 000176760221000003
Q4 2020 78 307,982 USHY, SPYV, SPYG, VOE 13F-HR 2/12/2021 000176760221000001
Q3 2020 74 265,848 USHY, SPYV, SPIB, SPYG 13F-HR 11/13/2020 000176760220000007
Q2 2020 75 247,606 SPYV, USHY, SPYG, VOE 13F-HR 8/14/2020 000176760220000006
Q1 2020 76 206,574 USHY, SPYV, SPYG, VOE 13F-HR 5/15/2020 000176760220000004
Q4 2019 85 222,066 IVV, USHY, IUSV, IEUR RESTATEMENT 2/19/2020 000176760220000003
Q3 2019 81 197,710 IVV, USHY, IEUR, IUSV 13F-HR 11/5/2019 000176760219000008
Q2 2019 84 181,222 IVV, IJR, LQD, USHY 13F-HR 8/13/2019 000176760219000007
Q1 2019 85 168,143 IVV, IJR, USHY, LQD RESTATEMENT 5/15/2019 000176760219000003
Q4 2018 342 139,765 IVV, IJR, LQD, IUSV 13F-HR 2/14/2019 000176760219000001
Additional filings from ERTS Wealth Advisors, LLC that have since been restated