Investment Advisory Group, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Hanover, MA
CIK
0001910273
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 147 217,591 DFAC, VYM, VUG, IJR 13F-HR 1/30/2024 000195175724000160
Q3 2023 144 192,437 DFAC, VYM, VUG, IJR 13F-HR 10/16/2023 000195175723000581
Q2 2023 147 195,318 DFAC, VYM, VUG, IJR 13F-HR 7/17/2023 000195175723000367
Q1 2023 136 173,893 VYM, DFAC, VUG, IJR 13F-HR 5/2/2023 000195175723000227
Q4 2022 136 162,947 VYM, DFAC, IJR, VUG 13F-HR 1/19/2023 000195175723000020
Q3 2022 126 144,110 VYM, DFAC, VUG, IVV 13F-HR 10/24/2022 000191027322000004
Q2 2022 125 147,035 VYM, DFAC, VUG, IVV 13F-HR 7/18/2022 000191027322000003
Q1 2022 130 164,647 DFAC, VYM, VUG, IVV 13F-HR 4/29/2022 000191027322000002
Q4 2021 122 156,253 DFAC, VYM, VUG, IVV 13F-HR 2/11/2022 000191027322000001