Richard W. Paul & Associates, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Novi, MI
CIK
0001964203
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 506 278,372 IUSV, IUSG, IJR, AGG 13F-HR 10/17/2024 000196420324000004
Q2 2024 497 259,078 IUSG, IUSV, IJR, AGG 13F-HR 7/23/2024 000196420324000003
Q1 2024 512 250,531 IUSV, IUSG, IJR, AGG 13F-HR 5/14/2024 000196420324000002
Q4 2023 503 238,096 IUSV, IUSG, IJR, TLT 13F-HR 1/23/2024 000196420324000001
Q3 2023 511 218,617 BIL, IUSV, IUSG, TLT 13F-HR 10/12/2023 000196420323000004
Q2 2023 547 229,524 IUSV, IUSG, QQQ, IEFA 13F-HR 7/25/2023 000196420323000003
Q1 2023 551 217,230 IUSV, IUSG, QQQ, IEFA 13F-HR 4/24/2023 000196420323000002
Q4 2022 544 198,666 IUSV, QQQ, IUSG, FLRN 13F-HR 2/7/2023 000196420323000001