Wells Financial Advisors INC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Framingham, MA
CIK
0001844454
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 64 137,690 USMV, SPYG, SPYV, VGSH 13F-HR 2/12/2024 000184445424000002
Q3 2023 65 128,616 USMV, SPYG, VGSH, SPYV 13F-HR 10/10/2023 000184445423000005
Q2 2023 65 132,427 USMV, SPYG, VGSH, SPYV 13F-HR 8/7/2023 000184445423000004
Q1 2023 65 125,515 USMV, SPYV, SPYG, VB 13F-HR 5/3/2023 000184445423000003
Q4 2022 64 120,828 USMV, SPYV, SPYG, VB 13F-HR 2/3/2023 000184445423000002
Q3 2022 64 103,261 SPYV, QUAL, DGRO, VB 13F-HR 11/9/2022 000184445422000006
Q2 2022 57 110,753 SPYV, QUAL, DGRO, VB 13F-HR 8/9/2022 000184445422000005
Q1 2022 58 119,778 VB, QUAL, DGRO, VO 13F-HR 4/25/2022 000184445422000004
Q4 2021 61 125,356 VB, QUAL, VO, DGRO 13F-HR 2/10/2022 000184445422000002
Q3 2021 60 118,405 QUAL, USMV, VB, VO 13F-HR 11/10/2021 000184445421000005
Q2 2021 61 118,571 QUAL, USMV, VB, VO 13F-HR 8/2/2021 000184445421000004
Q1 2021 62 111,484 QUAL, USMV, VB, VO 13F-HR 5/11/2021 000184445421000003
Q4 2020 60 116,997 USMV, SPYG, QUAL, DGRO 13F-HR 2/11/2021 000184445421000001