Crown Wealth Group, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Charlotte, NC
CIK
0001845698
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 114 229,967 SPLG, DFUS, BALT, BJAN 13F-HR 11/13/2024 000184569824000005
Q2 2024 105 200,175 SPLG, DFUS, BJAN, MSFT 13F-HR 7/26/2024 000184569824000004
Q1 2024 108 194,001 SPLG, DFUS, BJAN, BALT 13F-HR 5/1/2024 000184569824000003
Q4 2023 98 166,070 SPLG, DFUS, INNOVATOR ETFS TR, BJAN 13F-HR 1/23/2024 000184569824000001
Q3 2023 70 133,043 SPLG, DFUS, PDEC, INNOVATOR ETFS TR 13F-HR 10/25/2023 000184569823000007
Q2 2023 66 126,779 SPLG, DFUS, PDEC, INNOVATOR ETFS TR 13F-HR 7/25/2023 000184569823000006
Q1 2023 65 119,447 PMAY, DUHP, INNOVATOR ETFS TR, SPLG 13F-HR 4/28/2023 000184569823000005
Q4 2022 68 106,442 SPLG, DUHP, INNOVATOR ETFS TR, ESGU 13F-HR 2/9/2023 000184569823000003
Q3 2022 56 97,543 SPLG, ESGU, INNOVATOR ETFS TR, DUHP 13F-HR 10/21/2022 000184569822000005
Q2 2022 69 110,248 SPLG, ESGU, VTIP, DIMENSIONAL ETF TRUST 13F-HR 7/25/2022 000184569822000004
Q1 2022 97 143,542 SPLG, ESGU, DIMENSIONAL ETF TRUST, MSFT 13F-HR 7/13/2022 000184569822000003
Q4 2021 67 107,737 SPLG, ESGU, DFAI, DIMENSIONAL ETF TRUST 13F-HR 7/13/2022 000184569822000002