Trevian Wealth Management LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Weston, MA
CIK
0001901929
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 30 128,485 VOO, IVV, NBN, VXF 13F-HR 1/18/2024 000190192924000002
Q3 2023 30 108,936 VOO, IVV, NBN, VTI 13F-HR 10/30/2023 000176794023000005
Q2 2023 13 12,537 NBN, GOOG, SPY, META 13F-HR 7/19/2023 000190192923000003
Q1 2023 33 106,916 VOO, IVV, NBN, VXF 13F-HR 4/14/2023 000190192923000002
Q4 2022 34 91,462 VOO, VTI, IVV, NBN 13F-HR 1/30/2023 000190192923000001
Q3 2022 35 88,601 VOO, IVV, NBN, VXF 13F-HR 10/24/2022 000190192922000004
Q2 2022 34 92,122 VOO, IVV, NBN, VEA 13F-HR 7/25/2022 000190192922000003
Q1 2022 40 103,307 VOO, IVV, VEA, VWO 13F-HR 5/3/2022 000190192922000002
Q4 2021 41 104,260 VOO, IVV, VEA, VCSH 13F-HR 1/31/2022 000190192922000001