Mattern Wealth Management LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Lawrence, KS
CIK
0001802376
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 174 455,023 DFAC, DFSD, MSFT, AAPL 13F-HR 10/21/2024 000172554724005962
Q2 2024 172 415,974 DFAC, MSFT, DFSD, DFCF 13F-HR 7/17/2024 000172554724003322
Q1 2024 177 411,059 MSFT, DFCF, DFSD, AAPL 13F-HR 5/13/2024 000172554724002125
Q4 2023 172 388,970 DIMENSIONAL ETF TRUST, MSFT, AAPL, DFAC 13F-HR 2/12/2024 000172554724000512
Q3 2023 167 341,086 DIMENSIONAL ETF TRUST, MSFT, AAPL, DFAC 13F-HR 11/1/2023 000172554723001686
Q2 2023 161 342,719 DIMENSIONAL ETF TRUST, MSFT, AAPL, DFAC 13F-HR 7/26/2023 000172554723000153
Q1 2023 169 302,038 DIMENSIONAL ETF TRUST, MSFT, AAPL, DFAC 13F-HR 5/5/2023 000172554723000114
Q4 2022 162 247,307 MSFT, AAPL, DFAU, DFAT 13F-HR 2/6/2023 000172554723000021
Q3 2022 157 248,838 DFAU, MSFT, AAPL, RDVY 13F-HR 11/1/2022 000172554722000171
Q2 2022 151 255,485 MSFT, DFAU, RDVY, FTSL 13F-HR 7/25/2022 000172554722000109
Q1 2022 157 305,397 MSFT, DFAU, RDVY, AAPL 13F-HR 4/14/2022 000172554722000057
Q4 2021 168 340,458 MSFT, IVW, DFAU, AAPL 13F-HR 1/27/2022 000172554722000016
Q3 2021 162 297,428 MSFT, AAPL, HYLS, FTSL 13F-HR 10/12/2021 000172554721000087
Q2 2021 168 313,767 MSFT, AAPL, HYLS, NEAR 13F-HR 7/27/2021 000172554721000067
Q1 2021 154 283,737 MSFT, AAPL, IJJ, SUSB 13F-HR 5/13/2021 000172554721000044
Q4 2020 151 264,404 MSFT, AAPL, SLQD, IVW 13F-HR 2/12/2021 000172554721000020
Q3 2020 142 233,572 MSFT, VCSH, AAPL, FIXD 13F-HR 11/12/2020 000172554720000084
Q2 2020 135 205,832 MSFT, VCSH, AAPL, USMV 13F-HR 7/29/2020 000172554720000061
Q1 2020 116 138,696 MSFT, USMV, VCSH, AAPL 13F-HR 5/13/2020 000172554720000053
Q4 2019 129 166,604 MSFT, VCSH, AAPL, IVV 13F-HR 2/12/2020 000172554720000026