CPA Asset Management LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
West Palm Beach, FL
CIK
0001963967
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 77 207,118 FBND, DFAE, DFIP, DUHP 13F-HR 10/21/2024 000196396724000004
Q2 2024 76 186,746 FBND, DFIP, DFAE, DUHP 13F-HR 7/11/2024 000196396724000002
Q1 2024 77 178,618 FBND, DFIP, DFAE, DUHP 13F-HR 5/14/2024 000090901224000055
Q4 2023 73 164,376 FBND, DIMENSIONAL ETF TRUST, DFAE, DUHP 13F-HR 1/18/2024 000090901224000007
Q3 2023 70 142,581 FBND, DIMENSIONAL ETF TRUST, DFAE, DUHP 13F-HR 11/2/2023 000090901223000106
Q2 2023 67 139,171 FBND, DIMENSIONAL ETF TRUST, DFAE, DUHP 13F-HR 7/28/2023 000090901223000077
Q1 2023 69 133,914 FBND, DIMENSIONAL ETF TRUST, DFAE, DUHP 13F-HR 4/20/2023 000090901223000045
Q4 2022 64 130,875 FBND, DIMENSIONAL ETF TRUST, DFAE, DUHP 13F-HR 2/7/2023 000090901223000022