FIDELIS iM, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Medford, OR
CIK
0001894206
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 16 185,740 BND, VIG, SCHX, VO 13F-HR 1/11/2024 000189420624000001
Q3 2023 17 170 BND, VIG, SCHX, VO 13F-HR 10/10/2023 000189420623000005
Q2 2023 19 175,974 BND, VIG, SCHX, VO 13F-HR 8/1/2023 000189420623000004
Q1 2023 18 167,527 BND, VIG, SCHX, VO 13F-HR 4/26/2023 000189420623000003
Q4 2022 22 153,304 BND, VIG, SCHX, VO 13F-HR 2/15/2023 000189420623000002
Q3 2022 22 143,479 BND, VIG, SCHX, VO 13F-HR 10/26/2022 000189420622000004
Q2 2022 22 149,601 BND, VIG, SCHX, VO 13F-HR 8/16/2022 000189420622000003
Q1 2022 23 170,144 BND, VO, VIG, SCHX 13F-HR 4/29/2022 000189420622000002
Q4 2021 20 175,075 BND, VO, VIG, SCHX 13F-HR 3/2/2022 000189420622000001
Q3 2021 18 161,185 BND, VO, VIG, SCHA 13F-HR 12/9/2021 000189420621000001