Quarter | Holdings | Value ($000) | Form Type | Date Filed | Filing ID | Name |
---|---|---|---|---|---|---|
Q2 2021 | 47 | 161,578 | 13F-HR | 7/29/2021 | 000183597621000006 | Treybourne Wealth Planners, Inc. |
Q1 2021 | 42 | 144,301 | 13F-HR | 5/12/2021 | 000183597621000004 | Treybourne Wealth Planners, Inc. |
Q4 2020 | 43 | 138,844 | 13F-HR | 2/8/2021 | 000183597621000001 | Treybourne Wealth Planners, Inc. |