ENZI WEALTH

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Austin, TX
CIK
0001887441
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 58 208,117 JHMM, IVV, IQLT, IJR 13F-HR 2/14/2024 000188744124000004
Q3 2023 50 188,471 JHMM, IVV, XOM, IJR 13F-HR 10/16/2023 000188744123000005
Q2 2023 58 196,537 JHMM, IVV, IJR, IQLT 13F-HR 7/14/2023 000188744123000004
Q1 2023 65 194,851 IVV, JHMM, IQLT, XOM 13F-HR 4/18/2023 000188744123000003
Q4 2022 69 209,411 IVV, IQLT, JHMM, XOM 13F-HR 1/25/2023 000188744123000001
Q3 2022 70 204,044 IVV, IQLT, XOM, IJH 13F-HR 11/14/2022 000188744122000002