Dynamic Wealth Strategies, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Granite Bay, CA
CIK
0001812853
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 245 108,600 VTV, BND, EFA, SPHQ 13F-HR 2/13/2024 000181285324000003