Johnson & White Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
York, PA
CIK
0001954136
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 79 120,685 PXF, SDY, BNDX, PRFZ 13F-HR 1/17/2024 000176708024000003
Q3 2023 72 110,555 PXF, SDY, SCHD, BNDX 13F-HR 10/12/2023 000195413623000004
Q2 2023 35 72,932 PXF, SDY, BNDX, PRFZ 13F-HR 7/25/2023 000195413623000003
Q1 2023 76 112,292 PXF, SDY, SCHD, BNDX 13F-HR 4/17/2023 000195413623000002
Q4 2022 77 99,295 ABT, MDLZ, ETV, EFA 13F-HR 1/18/2023 000195413623000001
Q3 2022 76 88,635 PXF, SDY, BNDX, SCHD 13F-HR 11/14/2022 000195413622000001