ENCOMPASS WEALTH ADVISORS, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Portland, OR
CIK
0001849614
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 274 333,345 IVW, IVE, IEFA, IJR 13F-HR 2/13/2024 000184961424000001
Q3 2023 291 300,584 IVW, IVE, IEFA, Lord Abbett Ultra Short Bond I 13F-HR 11/7/2023 000184961423000006
Q2 2023 295 307,481 IVW, IVE, IEFA, Lord Abbett Ultra Short Bond I 13F-HR 8/9/2023 000184961423000003
Q1 2023 282 293,839 IVW, IVE, IEFA, Lord Abbett Ultra Short Bond I 13F-HR 5/4/2023 000184961423000002
Q4 2022 265 274,227 IVW, IVE, Lord Abbett Ultra Short Bond I, IEFA 13F-HR 2/1/2023 000184961423000001
Q3 2022 248 262,949 IVW, IVE, Lord Abbett Ultra Short Bond I, IEFA 13F-HR 10/28/2022 000184961422000004
Q2 2022 239 282,709 IVW, IVE, Lord Abbett Ultra Short Bond I, IEFA 13F-HR 8/3/2022 000184961422000003
Q1 2022 365 396,338 IVW, IVE, IEFA, ABNB 13F-HR 4/28/2022 000184961422000002
Q4 2021 375 411,096 IVW, IVE, IEFA, IJR 13F-HR 1/20/2022 000184961422000001
Q3 2021 365 383,466 IVW, IVE, IEFA, ABNB 13F-HR 11/16/2021 000184961421000006
Q2 2021 361 406,588 IVW, IVE, IEFA, ABNB 13F-HR 8/3/2021 000184961421000004
Q1 2021 357 392,183 IVW, IVE, IEFA, Lord Abbett Ultra Short Bond I 13F-HR 5/25/2021 000184961421000003
Q4 2020 112 173,655 IVW, IVE, IEFA, IJR RESTATEMENT 3/9/2021 000184961421000002
Q4 2020 442 118,720 VOO, USIG, BIV, IGSB 13F-HR 3/9/2021 000184961421000001