ENZI WEALTH
13F Portfolio Filings
Most recent 13F
Q4 2024
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 2024
69
262,551
JHMM, IVV, IQLT, IJR
13F-HR
1/23/2025
000188744125000001
Q3 2024
71
255,712
JHMM, IVV, IQLT, IJR
13F-HR
10/15/2024
000188744124000011
Q2 2024
62
227,165
JHMM, IVV, IQLT, IJR
13F-HR
7/22/2024
000188744124000006
Q1 2024
59
212,992
JHMM, IVV, IQLT, XOM
13F-HR
4/16/2024
000188744124000005
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
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