Symphony Financial, Ltd. Co.

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Houston, TX
CIK
0001800687
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 195 464,933 SPTM, AVUV, MSFT, AVDE 13F-HR 1/18/2024 000175496024000042
Q3 2023 157 408,347 IJH, IEFA, IUSV, VTI 13F-HR 11/7/2023 000175496023000320
Q2 2023 183 407,317 SPYG, IJH, SPTM, IEFA 13F-HR 7/12/2023 000175496023000183
Q1 2023 202 386,090 SPYG, SPTM, IJH, QUAL 13F-HR 5/3/2023 000175496023000142
Q4 2022 187 378,011 IJH, SPYG, SPTM, QUAL 13F-HR 1/26/2023 000175496023000038
Q3 2022 189 305,826 SPYG, SPTM, IJH, MSFT 13F-HR 10/27/2022 000175496022000284
Q2 2022 179 338,167 SPYG, SPTM, IEFA, IJH 13F-HR 7/18/2022 000175496022000182
Q1 2022 192 425,610 SPYG, IEFA, IJH, QUAL 13F-HR 5/13/2022 000175496022000146
Q4 2021 175 360,382 SPYG, JPST, IEMG, QUAL 13F-HR 1/18/2022 000175496022000026
Q3 2021 170 287,112 BND, JPST, SPYG, IEMG 13F-HR 10/12/2021 000175496021000181
Q2 2021 162 293,873 BND, JPST, SPYG, MSFT 13F-HR 7/12/2021 000175496021000105
Q1 2021 193 378,348 JPST, BND, SPYG, IEMG 13F-HR 4/15/2021 000175496021000064
Q4 2020 153 278,706 JPST, BND, SPYG, MSFT 13F-HR 1/13/2021 000175496021000013
Q3 2020 137 245,173 JPST, BND, SPYG, MSFT 13F-HR 10/9/2020 000175496020000064
Q2 2020 133 206,772 JPST, BND, MSFT, SPYG 13F-HR 7/8/2020 000175496020000040
Q1 2020 94 145,108 JPST, BND, SPY, MSFT 13F-HR 5/7/2020 000175496020000031