AVAII WEALTH MANAGEMENT, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Appleton, WI
CIK
0001904431
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 143 153,385 IVV, DGRW, JAVA, SPGP 13F-HR 2/5/2024 000195175724000180
Q3 2023 142 132,090 IVV, DGRW, SPGP, JAVA 13F-HR 10/24/2023 000195175723000598
Q2 2023 140 130,220 IVV, DGRW, SPGP, JAVA 13F-HR 7/31/2023 000195175723000456
Q1 2023 125 114,747 DGRW, IVV, SPGP, COWZ 13F-HR 4/10/2023 000195175723000126
Q4 2022 122 111,891 DGRW, IVV, VTIP, COWZ 13F-HR 1/25/2023 000195175723000063
Q3 2022 109 96,259 IVV, DGRW, VTIP, EFV 13F-HR 11/14/2022 000195175722000019
Q2 2022 103 93,507 IVV, DGRW, VTIP, EFV 13F-HR 8/12/2022 000190443122000003
Q1 2022 113 108,181 IVV, EUSA, VTIP, EFV 13F-HR 4/13/2022 000190443122000002
Q4 2021 97 99,763 EUSA, IVV, VTIP, EFV 13F-HR 2/14/2022 000190443122000001