Horst & Graben Wealth Management LLC

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Lake Oswego, OR
CIK
0001818207
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 144 491,280 SPLG, IUSB, SCHZ, QUAL 13F-HR 4/22/2024 000175496024000167
Q4 2023 136 455,208 SPLG, SCHZ, QUAL, IUSB 13F-HR 1/29/2024 000175496024000057
Q3 2023 134 406,523 SPLG, SCHZ, QUAL, IUSB 13F-HR 10/24/2023 000175496023000301
Q2 2023 130 419,193 SPLG, SCHZ, QUAL, MBB 13F-HR 7/25/2023 000175496023000213
Q1 2023 131 403,176 SPLG, SCHZ, MBB, IUSB 13F-HR 4/28/2023 000175496023000136
Q4 2022 126 382,240 SPLG, ESGU, IUSB, SCHZ 13F-HR 1/24/2023 000175496023000035
Q3 2022 123 352,672 SPLG, GOVT, ESGU, SCHZ 13F-HR 10/24/2022 000175496022000273
Q2 2022 131 368,306 SPLG, ESGU, GOVT, SCHZ 13F-HR 8/1/2022 000175496022000201
Q1 2022 134 409,202 SPLG, ESGU, GOVT, SCHZ 13F-HR 4/27/2022 000175496022000111
Q4 2021 133 399,846 ESGU, SPLG, IWY, IWX 13F-HR 1/20/2022 000175496022000033
Q3 2021 135 362,947 ESGU, SPLG, IWX, IWY 13F-HR 11/2/2021 000175496021000203
Q2 2021 134 358,238 ESGU, GOVT, IWX, IWY 13F-HR 7/20/2021 000175496021000117
Q1 2021 129 317,702 IWX, IWY, ESGU, GOVT 13F-HR 4/19/2021 000175496021000065
Q4 2020 113 290,096 IWX, IWY, ESGU, SPTI 13F-HR 1/12/2021 000175496021000003
Q3 2020 108 257,629 IWX, IWY, SPTI, ESGU 13F-HR 10/13/2020 000173872320000002
Q2 2020 97 227,787 IWX, IWY, SHV, SPTI 13F-HR 7/29/2020 000175496020000049
Q1 2020 89 190,096 IWX, IWY, SHV, SPTI 13F-HR 7/29/2020 000175496020000050