Magnolia Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Dothan, AL
CIK
0001908732
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 11 116,656 VTI, BND, IXUS, JPST 13F-HR 2/14/2024 000175496024000099
Q3 2023 11 107,460 VTI, VGSH, IXUS, BND 13F-HR 11/13/2023 000175496023000327
Q2 2023 11 107,359 VTI, VGSH, IXUS, BND 13F-HR 7/24/2023 000175496023000202
Q1 2023 11 99,264 VTI, VGSH, BND, IXUS 13F-HR 5/11/2023 000175496023000150
Q4 2022 10 92,199 VTI, VGSH, BND, JPST 13F-HR 2/13/2023 000175496023000071
Q2 2022 9 88,234 VTI, FLOT, JPST, IXUS 13F-HR 7/22/2022 000175496022000190
Q1 2022 11 95,081 VTI, FLOT, JPST, IXUS RESTATEMENT 5/19/2022 000175496022000150
Q4 2021 13 97,718 VTI, BND, VCSH, IXUS 13F-HR 2/15/2022 000175496022000069
Additional filings from Magnolia Wealth Management, LLC that have since been restated