Schwallier Wealth Management LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Grand Rapids, MI
CIK
0001934951
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 35 139,769 SPHQ, JPST, VTV, XMHQ 13F-HR 11/7/2024 000193495124000009
Q2 2024 28 123,062 SPHQ, JPST, VTV, AGGY 13F-HR 8/13/2024 000193495124000006
Q1 2024 29 124,125 SPHQ, JPST, VTV, XMHQ 13F-HR 5/14/2024 000193495124000003
Q4 2023 35 120,638 SPHQ, FTSM, AGGY, BND 13F-HR 2/14/2024 000193495124000002