Novak Financial Planning, LLC
13F Portfolio Filings
Most recent 13F
Q2 2021
Location
Bel Air, MD
CIK
0001843462
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q2 2021
121
204,300
VTI, QQQ, GLD, ICSH
13F-HR
7/20/2021
000175496021000134
Q1 2021
114
182,108
GLD, QQQ, BIV, ICSH
13F-HR
4/9/2021
000175496021000049
Q4 2020
112
169,886
GLD, QQQ, BIV, ICSH
13F-HR
2/2/2021
000175496021000026