TSA Wealth Managment LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Houston, TX
CIK
0001963669
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 63 248,317 SPLG, SCHZ, IVV, QUAL 13F-HR 11/6/2024 000196366924000006
Q2 2024 65 234,828 SPLG, SCHZ, IVV, IVW 13F-HR 7/26/2024 000196366924000004
Q1 2024 58 229,601 SPLG, IVV, SCHZ, IUSB 13F-HR 5/8/2024 000196366924000003
Q4 2023 54 214,557 SPLG, IVV, SCHZ, QUAL 13F-HR 2/9/2024 000196366924000002