TL Private Wealth

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Southlake, TX
CIK
0001802868
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 47 193,859 VUG, VTV, VO, FTSL 13F-HR 1/10/2024 000180286824000001
Q3 2023 38 174,535 VUG, VTV, VO, FTSL 13F-HR 10/10/2023 000180286823000004
Q2 2023 39 179,953 VUG, VTV, VO, FTSL 13F-HR 7/11/2023 000180286823000003
Q1 2023 43 176,550 VUG, VTV, VO, FTSL 13F-HR 4/11/2023 000180286823000002
Q4 2022 47 171,500 VUG, VTV, VO, FTSL 13F-HR 1/10/2023 000180286823000001
Q3 2022 40 161,124 VTV, VUG, VO, FTSL 13F-HR 10/11/2022 000180286822000004
Q2 2022 42 171,654 VTV, VUG, VO, FTSL 13F-HR 7/13/2022 000180286822000003
Q1 2022 48 189,123 VTV, VUG, VO, FTSL 13F-HR 4/18/2022 000180286822000002
Q4 2021 50 176,633 VTV, VUG, VO, LMBS 13F-HR 1/26/2022 000180286822000001
Q3 2021 50 182,986 VUG, VTV, VO, LMBS 13F-HR 10/27/2021 000180286821000004
Q2 2021 47 171,424 VUG, VTV, VO, LMBS 13F-HR 7/13/2021 000180286821000003
Q1 2021 50 163,066 VUG, VTV, VO, LMBS 13F-HR 4/13/2021 000180286821000002
Q4 2020 47 158,149 VUG, VTV, VO, VEU 13F-HR 1/21/2021 000180286821000001
Q3 2020 46 142,908 VUG, VTV, VO, VEU 13F-HR 10/13/2020 000180286820000004
Q2 2020 42 124,866 VUG, VTV, VO, VEU 13F-HR 7/28/2020 000180286820000003
Q1 2020 40 110,047 VUG, VTV, VO, VEU 13F-HR 5/6/2020 000180286820000002
Q4 2019 44 115,625 VTV, VUG, VO, VEU 13F-HR 2/11/2020 000180286820000001