Hofer & Associates. Inc

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Thousand Oaks, CA
CIK
0001958491
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 53 107,745 SPYG, SPYV, VUG, STOT 13F-HR 1/22/2024 000175496024000051
Q3 2023 48 97,494 SPYG, SPYV, VUG, STOT 13F-HR 10/13/2023 000175496023000277
Q2 2023 51 104,146 SPYG, SPYV, VUG, STOT 13F-HR 7/14/2023 000175496023000196
Q1 2023 52 99,957 BRK-A, SPYG, SPYV, STOT 13F-HR 4/14/2023 000175496023000108
Q4 2022 52 100,300 BRK-A, SPYG, SPYV, STOT 13F-HR 1/26/2023 000175496023000042
Q3 2022 47 93,007 BRK-A, SPYG, SPYV, STOT 13F-HR 12/15/2022 000175496022000322
Q2 2022 49 96,076 SPYG, BRK-A, SPYV, VUG 13F-HR 12/15/2022 000175496022000321
Q1 2022 52 113,603 BRK-A, SPYG, SPYV, VUG 13F-HR 12/15/2022 000175496022000320
Q4 2021 50 110,433 SPYG, BRK-A, VUG, SPYV 13F-HR 12/15/2022 000175496022000319