STEVENS CAPITAL PARTNERS

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Omaha, NE
CIK
0001965176
Alternate names
MY PURPOSEFUL WEALTH CORP.
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 58 167,925 VUG, IVV, ITOT, VTV 13F-HR 4/29/2024 000108514624002117
Q4 2023 50 143,823 VUG, VTV, ITOT, IUSV 13F-HR 2/6/2024 000108514624000787
Q3 2023 47 124,618 VUG, VTV, SPYV, IUSV 13F-HR 11/14/2023 000108514623004385
Q2 2023 51 129,255 VUG, VTV, IUSV, SPYV 13F-HR 7/24/2023 000108514623002873
Q1 2023 49 119,299 VUG, VTV, IUSV, SPYV 13F-HR 4/26/2023 000108514623001894
Q4 2022 50 113,037 VUG, VTV, IUSV, SPYV 13F-HR 2/9/2023 000108514623000984