Cassady Schiller Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Cincinnati, OH
CIK
0001904425
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 469 273,410 VTV, VUG, VOO, PG 13F-HR 11/6/2024 000185520524000048
Q2 2024 472 246,197 VTV, VOO, VUG, PG 13F-HR 8/12/2024 000185520524000027
Q1 2024 499 224,001 VTV, VOO, VUG, PG 13F-HR 5/13/2024 000199841424000001
Q4 2023 436 199,320 VTV, VOO, PG, VUG 13F-HR 2/9/2024 000185520524000004
Q3 2023 451 180,468 VTV, VOO, PG, VUG 13F-HR 11/9/2023 000190442523000009
Q2 2023 468 184,124 VTV, PG, VOO, VUG 13F-HR 8/10/2023 000190442523000004
Q1 2023 463 212,624 CINF, VTV, PG, VOO 13F-HR 5/12/2023 000190442523000002
Q4 2022 471 162,669 VTV, PG, VOO, USB RESTATEMENT 5/16/2023 000190442523000003
Q3 2022 104 173,244 CINF, VTV, PG, VOO 13F-HR 11/9/2022 000190442522000005
Q2 2022 103 190,135 CINF, VTV, PG, VOO 13F-HR 8/11/2022 000190442522000003
Q1 2022 110 207,613 CINF, PG, VTV, VUG 13F-HR 5/12/2022 000190442522000002
Q4 2021 672 166,150 PG, VTV, VUG, VOO 13F-HR 2/9/2022 000190442522000001
Additional filings from Cassady Schiller Wealth Management, LLC that have since been restated