Abound Wealth Management

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Franklin, TN
CIK
0001950323
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 1,299 301,135 IJR, IEMG, AGG, VEA 13F-HR 11/4/2024 000139834424019861
Q2 2024 1,170 271,210 IJR, IEMG, AGG, VEA 13F-HR 8/9/2024 000139834424014196
Q1 2024 1,291 262,503 IJR, IEMG, AGG, VEA 13F-HR 8/8/2024 000139834424014082
Q4 2023 1,328 249,269 IJR, AGG, IEMG, VEA 13F-HR 8/8/2024 000139834424014083
Q3 2023 1,167 234,954 IEMG, IJR, XLP, AGG 13F-HR 8/8/2024 000139834424014072
Q2 2023 1,195 239,054 IEMG, IJR, XLP, VEA 13F-HR 8/8/2024 000139834424014075
Q1 2023 722 222,985 IEMG, VEA, IJR, XLP 13F-HR 8/7/2024 000139834424013993
Q4 2022 717 204,250 VEA, XLP, IEMG, IJR 13F-HR 8/7/2024 000139834424013994
Q3 2022 750 185,219 XLU, XLP, VEA, IJR 13F-HR 8/7/2024 000139834424013999
Q2 2022 114 179,587 XLU, VEA, XLP, IJR 13F-HR 8/12/2024 000139834424014382
Q1 2022 111 138,681 AGG, IJR, VEA, SCHX 13F-HR 8/12/2024 000139834424014304
Q4 2021 107 127,310 AGG, IJR, SCHX, VEA 13F-HR 8/12/2024 000139834424014310