Halpern Financial, Inc.

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Ashburn, VA
CIK
0001994335
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 230 388,733 IVE, IVV, USMV, SPDW 13F-HR 10/4/2024 000199433524000005
Q2 2024 224 363,958 IVE, IVV, USMV, SPDW 13F-HR 7/8/2024 000199433524000003
Q1 2024 210 344,448 IVE, IVV, USMV, SPDW 13F-HR 4/9/2024 000199433524000002
Q4 2023 253 322,026 IVE, USMV, IVV, SPDW 13F-HR 1/19/2024 000199433524000001
Q3 2023 212 289,688 IVE, USMV, IVV, SCHD 13F-HR 10/10/2023 000199433523000016
Q2 2023 258 291,970 IVE, USMV, IVV, IVW 13F-HR 9/21/2023 000199433523000015
Q1 2023 180 278,094 IVE, USMV, IVV, SCHD 13F-HR 9/21/2023 000199433523000014
Q4 2022 197 272,786 USMV, IVE, IVV, SCHD 13F-HR 9/21/2023 000199433523000013
Q3 2022 217 252,642 USMV, IVE, IVV, IVW 13F-HR 9/21/2023 000199433523000012
Q2 2022 317 256,419 USMV, IVE, IVV, IVW 13F-HR 9/21/2023 000199433523000011
Q1 2022 224 271,157 USMV, IVE, IVV, IVW 13F-HR 9/21/2023 000199433523000010
Q4 2021 250 233,668 USMV, IVE, IVW, IVV 13F-HR 9/21/2023 000199433523000009
Q3 2021 262 215,755 USMV, IVE, IVW, IVV 13F-HR 9/21/2023 000199433523000008
Q2 2021 246 212,355 USMV, IVE, FTEC, IVW 13F-HR 9/21/2023 000199433523000007
Q1 2021 250 206,613 USMV, IVE, FTEC, FHLC 13F-HR 9/21/2023 000199433523000006
Q4 2020 204 192,318 USMV, IVE, FTEC, FHLC 13F-HR 9/21/2023 000199433523000005
Q3 2020 205 169,177 USMV, IVE, FTEC, FHLC 13F-HR 9/21/2023 000199433523000004
Q2 2020 176 150,843 USMV, IVE, FHLC, FTEC 13F-HR 9/21/2023 000199433523000003
Q1 2020 160 106,244 USMV, IVE, FHLC, IVW 13F-HR 9/21/2023 000199433523000002
Q4 2019 183 128,334 USMV, IVE, IVV, FHLC 13F-HR 9/21/2023 000199433523000001