Walkner Condon Financial Advisors LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Madison, WI
CIK
0001817494
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 265 439,130 SPLG, IVV, SPDW, VOO 13F-HR 1/23/2024 000108514624000425
Q3 2023 240 377,180 LMBS, SPLG, IVV, SPDW 13F-HR 10/19/2023 000108514623003831
Q2 2023 239 377,800 LMBS, SPLG, IVV, SPDW 13F-HR 7/21/2023 000108514623002815
Q1 2023 233 356,809 LMBS, SPLG, SPDW, IVV 13F-HR 4/20/2023 000108514623001797
Q4 2022 230 334,368 LMBS, SPLG, SPDW, IVV 13F-HR 1/25/2023 000108514623000384
Q3 2022 215 310,291 LMBS, SPLG, SPDW, IVV 13F-HR 10/28/2022 000108514622003648
Q2 2022 215 319,496 LMBS, SPLG, SPDW, FCTR 13F-HR 8/3/2022 000108514622002763
Q1 2022 215 351,690 LMBS, SPLG, SPDW, FCTR 13F-HR 5/3/2022 000108514622001674
Q4 2021 120 153,663 VGK, VOO, VPL, SCHP 13F-HR 2/11/2022 000108514622000847
Q3 2021 142 203,181 LMBS, VGK, VOO, AAPL 13F-HR 11/4/2021 000108514621003010
Q2 2021 164 272,739 SPLG, LMBS, SPDW, FCTR 13F-HR 8/10/2021 000108514621002333
Q1 2021 163 257,337 SPLG, LMBS, SPDW, DFEB 13F-HR 4/12/2021 000175496021000052
Q4 2020 135 231,898 SPLG, LMBS, SPDW, FTCS 13F-HR 1/12/2021 000175496021000005
Q3 2020 120 186,737 SPLG, LMBS, FTCS, SPDW RESTATEMENT 11/19/2020 000175496020000085
Q2 2020 60 113,555 SPLG, LMBS, SPDW, FIXD 13F-HR 8/26/2020 000181749420000003
Q1 2020 52 93,622 LMBS, SPLG, SPDW, DFEB 13F-HR 8/26/2020 000181749420000002
Q4 2019 68 103,721 LMBS, SPLG, FTCS, SPDW 13F-HR 8/26/2020 000181749420000001
Additional filings from Walkner Condon Financial Advisors LLC that have since been restated