Vantage Financial Partners, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Elm Grove, WI
CIK
0001911766
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 133 340,486 ITOT, AGG, IJH, IJR RESTATEMENT 2/13/2024 000176538024000097
Q3 2023 84 254,505 ITOT, AGG, IJR, IJH 13F-HR 11/2/2023 000176538023000194
Q2 2023 93 267,492 ITOT, AGG, IXUS, DIVO 13F-HR 8/8/2023 000176538023000147
Q1 2023 90 251,634 ITOT, AGG, IXUS, DIVO 13F-HR 5/8/2023 000176538023000112
Q4 2022 60 167,923 ITOT, AGG, IXUS, DIVO 13F-HR 2/8/2023 000176538023000033
Q3 2022 61 148,445 ITOT, AGG, IXUS, IVV 13F-HR 10/31/2022 000176538022000136
Q2 2022 59 169,483 IUSG, IVV, IJH, IGSB 13F-HR 8/10/2022 000122107322000066
Q1 2022 64 195,647 IUSG, IVV, IJH, IGSB 13F-HR 5/16/2022 000122107322000044
Q4 2021 60 255,451 IVV, IJH, IUSG, IXUS 13F-HR 3/3/2022 000122107322000022
Additional filings from Vantage Financial Partners, LLC that have since been restated