PBMares Wealth Management LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Williamsburg, VA
CIK
0001801682
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 199 478,786 DFUS, DFAC, DFAU, DFAI 13F-HR 10/25/2024 000180168224000005
Q2 2024 183 407,467 DFAC, DFAU, DFAT, DFNM 13F-HR 7/22/2024 000180168224000003
Q1 2024 178 384,061 DFAC, DFAU, DFAT, DFIV 13F-HR 4/29/2024 000180168224000002
Q4 2023 173 333,237 DFAC, DIMENSIONAL ETF TRUST, DFAT, DFAU 13F-HR 1/26/2024 000180168224000001
Q3 2023 163 277,316 DFAC, DIMENSIONAL ETF TRUST, DFAT, DFIV 13F-HR 10/26/2023 000180168223000004
Q2 2023 167 279,599 DFAC, DIMENSIONAL ETF TRUST, DFAT, DFIV 13F-HR 7/24/2023 000180168223000003
Q1 2023 171 268,971 DFAC, DFAT, DIMENSIONAL ETF TRUST, DFIV 13F-HR 4/27/2023 000180168223000002
Q4 2022 165 247,087 DFAC, DFAT, DIMENSIONAL ETF TRUST, DFIV 13F-HR 1/31/2023 000180168223000001
Q3 2022 153 229,397 DFAC, DFAT, DIMENSIONAL ETF TRUST, DFIV 13F-HR 10/25/2022 000180168222000005
Q2 2022 153 233,299 DFAC, DFAT, DFIV, DFUV 13F-HR 7/21/2022 000180168222000004
Q1 2022 149 162,400 DFAU, DFAI, XOM, VTEB 13F-HR 4/26/2022 000180168222000003
Q4 2021 156 236,646 DFAC, DFAT, DFAU, DFIV 13F-HR 2/2/2022 000180168222000002
Q3 2021 146 209,804 DFAC, DFAT, DFIV, DFAU 13F-HR 11/2/2021 000180168221000006
Q2 2021 147 183,600 DFAC, DFAT, DFUS, DFAU 13F-HR 7/13/2021 000180168221000004
Q1 2021 142 122,492 DFAU, VTEB, XOM, AAPL 13F-HR 4/15/2021 000180168221000003
Q4 2020 123 86,978 XOM, AAPL, DHS, ENPH 13F-HR 1/25/2021 000180168221000002
Q3 2020 107 68,017 XOM, AAPL, DHS, SPY 13F-HR 10/21/2020 000180168220000004
Q2 2020 105 66,499 XOM, DHS, AAPL, BIV 13F-HR 7/14/2020 000180168220000003
Q1 2020 109 63,542 DHS, XOM, ACN, ISTB 13F-HR 4/17/2020 000180168220000002
Q4 2019 122 84,004 XOM, DHS, ACN, ISTB 13F-HR 2/4/2020 000180168220000001