KWB Wealth

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Redlands, CA
CIK
0001822236
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 129 726,966 SPYG, SPLG, SPYV, SPAB 13F-HR 7/23/2024 000108514624003182
Q1 2024 129 743,143 SPYG, SPLG, SPYV, SPAB 13F-HR 4/19/2024 000108514624001924
Q4 2023 129 693,210 SPLG, SPYG, SPAB, SPYV 13F-HR 1/10/2024 000108514624000159
Q3 2023 123 623,245 SPYV, SPAB, SPLG, SPYG 13F-HR 10/10/2023 000108514623003672
Q2 2023 124 632,396 SPYV, SPAB, SPLG, SPYG 13F-HR 7/24/2023 000108514623002879
Q1 2023 119 542,086 SPLG, SPYV, SLYV, SPYG 13F-HR 4/7/2023 000108514623001552
Q4 2022 111 526,107 SPLG, SPYV, SLYV, SPYG 13F-HR 2/9/2023 000108514623000971
Q3 2022 104 500,952 SPLG, SPYV, SLYV, SPYG 13F-HR 11/14/2022 000108514622003940
Q2 2022 103 519,270 SPLG, SPYV, SPYG, SPDW 13F-HR 8/10/2022 000108514622002943
Q1 2022 90 600,037 SPLG, SPYG, SPYV, SPDW 13F-HR 5/9/2022 000108514622001887
Q4 2021 90 601,696 SPLG, SPYG, SPYV, SPDW 13F-HR 2/2/2022 000108514622000468
Q3 2021 86 563,008 SPLG, SPYV, SPYG, SPDW 13F-HR 11/12/2021 000108514621003119
Q2 2021 85 521,225 SPLG, SPYV, SPYG, SPEM 13F-HR 8/10/2021 000108514621002360
Q1 2021 85 523,418 SPLG, SPYV, SPYG, SPEM 13F-HR 5/10/2021 000108514621001498
Q4 2020 78 480,648 SPLG, SPYG, SPYV, SPEM 13F-HR 2/10/2021 000108514621000549