CATALYST FINANCIAL PARTNERS LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Boston, MA
CIK
0001927537
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 273 511,216 IVV, IEFA, IJR, IJH 13F-HR 10/28/2024 000192753724000006
Q2 2024 245 455,120 IVV, IEFA, IJR, IJH 13F-HR 7/25/2024 000192753724000004
Q1 2024 226 388,656 IVV, IEFA, IJH, IJR 13F-HR 4/22/2024 000192753724000003
Q4 2023 215 354,150 IVV, IEFA, IJR, IJH 13F-HR 2/6/2024 000192753724000001
Q3 2023 206 309,953 IVV, IEFA, IJH, AAPL 13F-HR 10/26/2023 000192753723000005
Q2 2023 199 280,581 IVV, IEFA, IJH, AAPL 13F-HR 8/2/2023 000192753723000004
Q1 2023 181 233,555 IVV, IEFA, IVE, IJH 13F-HR 4/11/2023 000192753723000003
Q4 2022 161 194,528 IVV, IEFA, IJH, IVE 13F-HR 1/19/2023 000192753723000001