Vertex Planning Partners, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Downers Grove, IL
CIK
0001942341
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 155 337,567 USFR, JQUA, SPLG, IVV 13F-HR 2/14/2024 000194234124000001
Q3 2023 135 290,523 USFR, JQUA, DTH, IVV 13F-HR 11/14/2023 000194234123000004
Q2 2023 135 293,592 USFR, JQUA, DTH, IVV 13F-HR 8/14/2023 000194234123000003
Q1 2023 120 265,679 USFR, DTD, DEW, IVV 13F-HR 5/16/2023 000194234123000002
Q4 2022 140 256,379 USFR, DTD, DEW, IVV 13F-HR 2/6/2023 000194234123000001