RF&L WEALTH MANAGEMENT, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Acton, MA
CIK
0001965915
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 58 141,316 DFAT, DFAC, DFUS, DFUV 13F-HR 10/16/2024 000172554724005915
Q2 2024 56 131,435 DFAT, DFAC, DFUS, DFUV 13F-HR 7/19/2024 000172554724003397
Q1 2024 56 129,847 DFAT, DFAC, DFUV, DFUS 13F-HR 4/30/2024 000172554724001448
Q4 2023 55 120,307 DFAT, DFUV, DFAC, DFUS 13F-HR 2/14/2024 000172554724000530
Q3 2023 53 107,686 DFAT, DFUV, DFAC, DFUS 13F-HR 11/2/2023 000172554723001695
Q2 2023 52 109,556 DFAT, DFUV, DFAC, DFUS 13F-HR 7/27/2023 000172554723000155
Q1 2023 50 103,145 DFAT, DFUV, DFAC, DFUS 13F-HR 5/3/2023 000172554723000097
Q4 2022 47 97,077 DFAT, DFUV, DFAC, DFUS 13F-HR 2/14/2023 000172554723000084