CCG WEALTH MANAGEMENT, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
San Diego, CA
CIK
0001771169
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 54 148,969 SPLG, SPYG, SCHF, IWR 13F-HR 1/30/2024 000195175724000151
Q3 2023 62 152,759 SPLG, SPYG, SCHF, IWR 13F-HR 10/10/2023 000195175723000518
Q2 2023 65 159,222 SPLG, SCHD, SPYG, IJH 13F-HR 7/14/2023 000195175723000350
Q1 2023 63 151,187 SPLG, SCHD, SPYG, IJH 13F-HR 4/12/2023 000195175723000146
Q4 2022 101 180,009 SPLG, SCHD, AX, SPYG 13F-HR 1/19/2023 000195175723000024
Q3 2022 95 163,794 SPLG, SCHD, SPYG, AX 13F-HR 10/17/2022 000177116922000005
Q2 2022 110 177,533 SPLG, SCHD, IEFA, SPYG 13F-HR 7/15/2022 000177116922000004
Q1 2022 123 204,067 SPLG, SCHD, IEFA, SPYG 13F-HR 4/12/2022 000177116922000003
Q4 2021 96 191,830 SPLG, SCHD, SPY, IEFA 13F-HR 1/20/2022 000177116922000002
Q3 2021 107 172,673 SPLG, SCHD, HMST, MSFT 13F-HR 10/26/2021 000177116921000001
Q2 2021 88 128,715 SPLG, SCHD, HMST, MINT 13F-HR 7/16/2021 000160658721000759
Q1 2021 78 101,498 SPLG, SCHD, MINT, SPYG 13F-HR 5/4/2021 000160658721000569
Q4 2020 83 94,873 SPLG, MINT, KMPR, SCHD 13F-HR 2/4/2021 000160658721000187
Q3 2020 59 106,734 GBIL, KMPR, SPLG, MINT 13F-HR 11/10/2020 000160658720001233
Q2 2020 61 107,257 KMPR, GBIL, SPLG, MINT 13F-HR 8/4/2020 000160658720000809
Q1 2020 62 104,122 KMPR, TDY, SCHX, QQQ 13F-HR 4/24/2020 000160658720000449
Q4 2019 101 157,997 SCHX, KMPR, TDY, SCHD 13F-HR 1/30/2020 000160658720000148
Q3 2019 84 146,651 KMPR, SCHX, TDY, SCHD 13F-HR 11/14/2019 000122107319000125
Q2 2019 69 140,015 KMPR, SCHX, TDY, SCHD 13F-HR 8/6/2019 000122107319000089
Q1 2019 64 124,601 SCHX, KMPR, SCHD, TDY 13F-HR 5/3/2019 000122107319000057
Q4 2018 55 102,796 SCHX, KMPR, SCHD, TDY 13F-HR 5/3/2019 000122107319000056