Dynamic Wealth Strategies, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
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
Q3 2024 234 122,615 VTV, EFA, BND, IEF 13F-HR 11/13/2024 000181285324000007
Q2 2024 244 116,366 VTV, EFA, BND, SPHQ 13F-HR 8/15/2024 000181285324000006
Q1 2024 246 117,018 VTV, EFA, BND, SPHQ 13F-HR 5/15/2024 000181285324000004
Q4 2023 245 108,600 VTV, BND, EFA, SPHQ 13F-HR 2/13/2024 000181285324000003