Treybourne Wealth Planners, Inc.

13F Portfolio Filings

Most recent 13F
Q2 2021
Location
Greenwood, IN
CIK
0001835976
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2021 47 161,578 SCHG, SCHV, VEA, FNDF 13F-HR 7/29/2021 000183597621000006
Q1 2021 42 144,301 SCHG, SCHV, VEA, FNDF 13F-HR 5/12/2021 000183597621000004
Q4 2020 43 138,844 SCHG, SCHV, VEA, FNDF 13F-HR 2/8/2021 000183597621000001