James J. Burns & Company, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Melville, NY
CIK
0001949059
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 120 419,857 VV, VXF, VXUS, SCHG 13F-HR 2/13/2024 000194905924000003
Q3 2023 104 372,310 VV, SCHD, VXF, VXUS 13F-HR 11/7/2023 000194905923000010
Q2 2023 113 394,239 VV, SCHD, VXF, VXUS 13F-HR 7/27/2023 000194905923000008
Q1 2023 112 387,926 VV, SCHD, VXF, VXUS 13F-HR 4/24/2023 000194905923000006
Q4 2022 79 244,737 VV, SCHD, VXF, VXUS 13F-HR 2/2/2023 000194905923000004
Q3 2022 79 225,143 VV, SCHD, VXF, VXUS 13F-HR 11/1/2022 000194905922000003