CONSILIO WEALTH ADVISORS, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Bellevue, WA
CIK
0001908944
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 54 197,106 IVV, VO, MSFT, DGRO 13F-HR 1/11/2024 000195175724000011
Q3 2023 49 171,988 IVV, VO, DGRO, QQQ 13F-HR 10/11/2023 000195175723000551
Q2 2023 49 181,666 IVV, VO, DGRO, EFG 13F-HR 7/13/2023 000195175723000335
Q1 2023 46 176,727 DGRO, IVV, VO, EFG 13F-HR 4/6/2023 000195175723000122
Q4 2022 48 156,506 DGRO, IVV, VO, DFAT 13F-HR 1/25/2023 000195175723000059
Q3 2022 45 127,612 DGRO, IVV, VO, DFAT 13F-HR 10/19/2022 000190894422000004
Q2 2022 35 123,446 DGRO, IVV, VO, DFAT 13F-HR 7/26/2022 000190894422000003
Q1 2022 37 127,069 DGRO, IVV, VO, DFAT 13F-HR 5/16/2022 000190894422000002
Q4 2021 40 128,880 DGRO, VO, IVV, ACWX 13F-HR 2/14/2022 000190894422000001