Sunburst Financial Group, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Vestavia Hills, AL
CIK
0001800158
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 105 323,029 FBND, VCSH, SCHD, SCHB 13F-HR 1/8/2024 000108514624000081
Q3 2023 86 283,468 FBND, SCHD, VCSH, SCHB 13F-HR 10/19/2023 000108514623003819
Q2 2023 92 286,591 SCHD, VCSH, FBND, SCHB 13F-HR 7/11/2023 000108514623002641
Q1 2023 89 271,197 SCHD, VCSH, JPST, SCHB 13F-HR 5/8/2023 000108514623002112
Q4 2022 88 251,170 SCHD, VCSH, JPST, SCHB 13F-HR 1/20/2023 000108514623000266
Q3 2022 82 206,460 VCSH, SCHD, SCHB, JPST 13F-HR 10/13/2022 000108514622003397
Q2 2022 83 208,543 VCSH, SCHD, SCHB, JPST 13F-HR 7/28/2022 000108514622002637
Q1 2022 75 202,658 VCSH, SCHD, SCHB, IWF 13F-HR 5/5/2022 000108514622001761
Q4 2021 72 197,069 VCSH, SCHD, SCHB, IWF 13F-HR 2/2/2022 000108514622000465
Q3 2021 62 161,360 SCHB, VCSH, SCHD, IWF 13F-HR 11/8/2021 000108514621003080
Q2 2021 64 157,038 SCHB, SCHD, VCSH, IWF 13F-HR 7/23/2021 000108514621002066
Q1 2021 61 143,553 SCHB, VCSH, SCHD, IWF 13F-HR 4/29/2021 000108514621001362
Q4 2020 61 132,735 SCHB, IWF, VCSH, SCHD 13F-HR 1/20/2021 000108514621000194
Q3 2020 56 118,173 IWF, SCHB, VCSH, SCHD 13F-HR 10/16/2020 000108514620002541
Q2 2020 56 110,393 IWF, SCHB, VCSH, SCHD 13F-HR 8/13/2020 000108514620002190
Q1 2020 52 94,643 IWF, VCSH, SCHB, VYM 13F-HR 5/4/2020 000108514620001297
Q4 2019 64 114,503 IWF, SCHB, VCSH, VYM 13F-HR 1/30/2020 000108514620000326