Petix & Botte Co

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
La Mesa, CA
CIK
0001803255
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 124 375,597 IUSG, IUSV, FVD, LMBS 13F-HR 10/18/2024 000108514624004995
Q2 2024 122 353,035 IUSG, IUSV, FVD, LMBS 13F-HR 8/13/2024 000108514624003769
Q1 2024 141 402,579 VUG, VTV, IJH, IEFA 13F-HR 5/6/2024 000108514624002250
Q4 2023 122 339,729 IUSG, IUSV, FVD, LMBS 13F-HR 2/6/2024 000108514624000785
Q3 2023 117 317,113 IUSG, IUSV, LMBS, FVD 13F-HR 11/14/2023 000108514623004522
Q2 2023 117 322,155 IUSG, IUSV, LMBS, FVD 13F-HR 8/14/2023 000108514623003390
Q1 2023 76 148,387 IUSG, IUSV, LMBS, FVD 13F-HR 5/15/2023 000108514623002411
Q3 2022 68 131,392 LMBS, IUSG, FVD, IUSV 13F-HR 10/14/2022 000108514622003426
Q2 2022 68 135,793 LMBS, FVD, IUSG, IUSV 13F-HR 8/3/2022 000108514622002750
Q1 2022 119 324,317 IUSG, IUSV, FVD, LMBS 13F-HR 4/26/2022 000108514622001571
Q4 2021 82 157,214 IUSG, IUSV, FVD, LMBS 13F-HR 2/11/2022 000108514622000884
Q3 2021 113 295,217 IUSG, VCIT, IUSV, LMBS 13F-HR 11/12/2021 000108514621003130
Q2 2021 77 143,422 IUSG, VCIT, IUSV, BND 13F-HR 7/29/2021 000108514621002162
Q1 2021 75 135,369 VCIT, IUSG, BND, IUSV RESTATEMENT 5/24/2021 000108514621001814
Q4 2020 81 133,612 VCIT, BND, IUSG, VUG 13F-HR 1/29/2021 000108514621000321
Q3 2020 82 125,398 VCIT, BND, IUSG, VUG 13F-HR 10/30/2020 000108514620002701
Q2 2020 83 121,404 VCIT, BND, IUSG, VUG 13F-HR 8/7/2020 000108514620002053
Q1 2020 69 102,742 VCIT, BND, IUSG, VUG 13F-HR 4/29/2020 000108514620001248
Q4 2019 81 127,072 VCIT, BND, VUG, IUSG 13F-HR 2/14/2020 000108514620000706
Additional filings from Petix & Botte Co that have since been restated