CGC Financial Services, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Lake Oswego, OR
CIK
0001992785
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 349 249,424 HELO, SCHD, IEFA, JMEE 13F-HR 10/15/2024 000199278524000006
Q2 2024 353 230,377 HELO, SCHD, IEFA, JMEE 13F-HR 7/17/2024 000199278524000004
Q1 2024 360 190,982 SCHD, HELO, IEFA, AVUV 13F-HR 4/22/2024 000199278524000003
Q4 2023 373 218,195 SCHD, J P MORGAN EXCHANGE TRADED F, IEFA, AVUV 13F-HR 1/12/2024 000199278524000001
Q3 2023 338 143,018 SCHD, IEFA, AVUV, MUB 13F-HR 10/24/2023 000199278523000002
Q2 2023 359 153,825 SCHD, IEFA, AVUV, IMTM 13F-HR 9/12/2023 000199278523000001