CAROLINAS WEALTH CONSULTING LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Charlotte, NC
CIK
0001803425
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 1,040 518,030 VONG, BIV, VOO, IWF 13F-HR 8/12/2024 000139834424014343
Q1 2024 1,034 507,304 VONG, BIV, VOO, IWF 13F-HR 5/14/2024 000139834424009603
Q4 2023 997 459,767 VONG, BIV, VOO, IWF 13F-HR 2/13/2024 000139834424002675
Q3 2023 1,017 401,177 VONG, BIV, VOO, IWF 13F-HR 11/14/2023 000139834423020675
Q2 2023 1,059 504,369 VONG, VIG, VOO, IWF 13F-HR 8/14/2023 000139834423014865
Q1 2023 1,060 469,927 VONG, VIG, VOO, SCHD 13F-HR 5/15/2023 000139834423009884
Q4 2022 1,067 441,935 VIG, VONG, VOO, SCHD 13F-HR 2/14/2023 000139834423003461
Q3 2022 926 395,381 VONG, VIG, VOO, SCHD 13F-HR 11/14/2022 000139834422022108
Q2 2022 923 402,574 VIG, VONG, VOO, SCHD 13F-HR 8/16/2022 000139834422015746
Q1 2022 952 452,459 VIG, VONG, VOO, IWF 13F-HR 5/16/2022 000139834422009797
Q4 2021 995 458,979 VIG, VONG, VOO, IWF 13F-HR 2/14/2022 000139834422003280
Q3 2021 965 429,308 VIG, VONG, IWF, VOO 13F-HR 11/15/2021 000139834421021602
Q2 2021 986 454,961 VIG, VONG, IWF, VOO 13F-HR 8/17/2021 000139834421016368
Q1 2021 978 411,092 VIG, VONG, IWF, VOO 13F-HR 5/17/2021 000139834421010924
Q4 2020 910 371,821 VIG, VONG, IWF, VOO 13F-HR 2/16/2021 000139834421003465
Q3 2020 1,002 297,220 IWF, VIG, VONG, VOO 13F-HR 11/12/2020 000139834420021961
Q2 2020 733 253,925 IWF, VIG, VONG, VOO 13F-HR 8/13/2020 000139834420015662
Q1 2020 168 184,763 IWF, VIG, VONG, IWD 13F-HR 5/11/2020 000139834420009778
Q4 2019 93 95,958 IWF, IWD, VONG, VIG 13F-HR 2/14/2020 000139834420003613