Trajan Wealth LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Scottsdale, AZ
CIK
0001934415
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 181 1,695,698 VOO, AGG, MSFT, GOOGL 13F-HR 10/25/2024 000193441524000006
Q2 2024 164 1,558,265 VOO, AGG, MSFT, GOOGL 13F-HR 7/26/2024 000193441524000004
Q1 2024 183 1,478,003 VOO, AGG, MSFT, GOOGL 13F-HR 5/14/2024 000193441524000003