Waterway Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
The Woodlands, TX
CIK
0001992193
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 73 232,831 EFA, DLN, IVV, DFSV 13F-HR 10/21/2024 000110465924110214
Q2 2024 60 203,788 EFA, DLN, IVV, VGIT 13F-HR 7/25/2024 000110465924082479
Q1 2024 70 227,472 DLN, EFA, IVV, VGIT 13F-HR 4/18/2024 000110465924048564
Q4 2023 63 239,664 DLN, EFA, IVV, VGIT 13F-HR 1/17/2024 000199219324000001