PENOBSCOT WEALTH MANAGEMENT

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Portland, ME
CIK
0001875768
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 71 148,212 VEA, SPLG, IAGG, SPYV 13F-HR 2/2/2024 000187576824000002
Q3 2023 65 132,007 VEA, SPLG, IAGG, VWO 13F-HR 10/25/2023 000187576823000007
Q2 2023 62 136,364 VEA, SPLG, VWO, IAGG 13F-HR 8/3/2023 000187576823000004
Q1 2023 64 128,524 VEA, SPLG, IAGG, VWO 13F-HR 4/28/2023 000105329223000006
Q4 2022 61 115,078 VEA, SPLG, VWO, SPYV 13F-HR 2/2/2023 000187576823000002
Q3 2022 60 103,359 VEA, SPLG, VWO, IXUS 13F-HR 11/15/2022 000187576822000008
Q2 2022 62 102,533 VEA, SPLG, VWO, IXUS 13F-HR 8/4/2022 000187576822000006
Q1 2022 64 111,247 VEA, SPLG, VWO, SPYV 13F-HR 5/19/2022 000187576822000004
Q4 2021 56 117,501 VEA, SPLG, VCIT, VNQ 13F-HR 1/24/2022 000187576822000002
Q3 2021 51 108,019 VEA, SPLG, VCIT, VNQ 13F-HR 10/4/2021 000187576821000004
Q2 2021 50 104,089 VEA, SPLG, VCIT, VNQ 13F-HR 8/5/2021 000187576821000002