Quarter | Holdings | Value ($000) | Form Type | Date Filed | Filing ID | Name |
---|---|---|---|---|---|---|
Q1 2023 | 72 | 373,842 | 13F-HR | 5/5/2023 | 000172554723000105 | ML & R WEALTH MANAGEMENT LLC |
Q4 2022 | 58 | 334,567 | 13F-HR | 2/6/2023 | 000172554723000017 | ML & R WEALTH MANAGEMENT LLC |
Q3 2022 | 67 | 295,713 | 13F-HR | 10/26/2022 | 000172554722000161 | ML & R WEALTH MANAGEMENT LLC |
Q2 2022 | 53 | 222,440 | 13F-HR | 7/25/2022 | 000172554722000108 | ML & R WEALTH MANAGEMENT LLC |
Q1 2022 | 53 | 270,790 | 13F-HR | 4/18/2022 | 000172554722000063 | ML & R WEALTH MANAGEMENT LLC |
Q4 2021 | 51 | 269,084 | 13F-HR | 2/2/2022 | 000172554722000025 | ML & R WEALTH MANAGEMENT LLC |