Vericrest Private Wealth

13F Portfolio Filings

Most recent 13F
Q2 2022
Location
Newtown, PA
CIK
0001912300
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2022 39 81,512 AGG, IVV, SPY, AAPL 13F-HR 8/15/2022 000191230022000003
Q1 2022 39 96,174 AGG, IVV, SPY, AAPL 13F-HR 5/16/2022 000191230022000002
Q4 2021 39 107,866 AGG, IVV, SPY, AAPL 13F-HR 2/18/2022 000191230022000001