Strategic Equity Management

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Tucson, AZ
CIK
0001843578
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 25 88,819 SPY, SCHX, IWL, BIBL 13F-HR 2/7/2024 000184357824000002
Q3 2023 39 265,404 SPY, IWV, AGG, IWL 13F-HR 11/7/2023 000184357823000005
Q2 2023 38 292,220 IVW, AGG, IWV, SPY 13F-HR 7/18/2023 000184357823000004
Q1 2023 42 281,046 AGG, IWV, SPY, IWL 13F-HR 4/25/2023 000184357823000003
Q4 2022 35 260,703 SHY, IWV, SPY, IWL 13F-HR 2/9/2023 000184357823000001
Q3 2022 36 241,519 BIL, IWV, IWL, AGG 13F-HR 10/17/2022 000184357822000005
Q2 2022 38 192,693 IWL, SHY, SHV, VTI 13F-HR 7/26/2022 000184357822000004
Q1 2022 44 278,051 IWL, IWY, AGG, VTI 13F-HR 5/2/2022 000184357822000003
Q4 2021 46 319,741 IWL, IWY, VTI, VNQ 13F-HR 1/18/2022 000184357822000001
Q3 2021 40 298,829 IWL, IWY, VTI, IWN 13F-HR 11/9/2021 000184357821000005
Q2 2021 39 292,164 IWL, IWY, VTI, IWN 13F-HR 7/28/2021 000184357821000004
Q1 2021 30 236,516 IWL, IWY, VTI, IWM 13F-HR 5/12/2021 000184357821000003
Q4 2020 28 223,007 IWL, IWY, VTI, MGK 13F-HR 2/10/2021 000184357821000002