Hoxton Planning & Management, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Shepherdstown, WV
CIK
0001954782
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 148 188,702 IVV, IUSB, IWR, ISTB 13F-HR 1/30/2024 000195478224000002
Q3 2023 138 154,328 IVV, IUSB, ISTB, IWR 13F-HR 10/26/2023 000195478223000002
Q2 2023 144 161,929 IVV, IUSB, QUAL, AGG 13F-HR 7/20/2023 000122107323000052
Q1 2023 156 181,690 IVV, IUSB, QUAL, EFG 13F-HR 5/15/2023 000122107323000047
Q4 2022 157 188,222 IVV, ESGU, IUSB, AGG 13F-HR 1/25/2023 000122107323000001