Wealth Quarterback LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Toms River, NJ
CIK
0001803386
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 117 163,795 IVV, IJS, DIA, IJH 13F-HR 2/13/2024 000180338624000001
Q3 2023 111 115,605 IVV, VBR, DVY, DIA 13F-HR 11/13/2023 000180338623000005
Q2 2023 122 144,368 IVV, DIA, QQQ, SPHB 13F-HR 8/10/2023 000180338623000003
Q1 2023 119 117,815 IVV, TIP, IJH, DIA 13F-HR 5/12/2023 000180338623000002
Q4 2022 119 120,623 IVV, TIP, IAU, DIA 13F-HR 2/10/2023 000180338623000001
Q3 2022 103 94,014 TIP, IVV, IAU, FENY 13F-HR 11/14/2022 000180338622000004
Q2 2022 118 128,264 SH, TIP, IVV, LQD 13F-HR 8/15/2022 000180338622000003
Q3 2021 871 150,536 IVV, LQD, TIP, EMB 13F-HR 11/17/2021 000180338621000005
Q2 2021 854 164,452 IVV, LQD, TIP, EMB 13F-HR 8/11/2021 000174167721000004
Q4 2020 107 120,272 IEF, QUAL, IVV, LQD 13F-HR 2/17/2021 000180338621000002
Q3 2020 113 109,004 IVV, IEF, LQD, IAU 13F-HR 11/16/2020 000180338620000005
Q2 2020 113 109,004 IVV, IEF, LQD, IAU 13F-HR 8/17/2020 000180338620000004
Q1 2020 1,069 108,886 IVV, LQD, TLT, IEF 13F-HR 5/14/2020 000180338620000003
Q4 2019 1,088 115,167 IVV, LQD, NEAR, IEFA RESTATEMENT 2/27/2020 000180338620000002
Q1 1987 132 178,636 IVV, QQQ, DIA, TIP 13F-HR 5/17/2022 000180338622000001
Additional filings from Wealth Quarterback LLC that have since been restated