BRASS TAX WEALTH MANAGEMENT, INC
13F Portfolio Filings
Most recent 13F
Q2 2024
Location
Cincinnati, OH
CIK
0002002603
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q2 2024
78
279,236
FBND, IUSV, SPYG, FIXD
13F-HR
8/9/2024
000200260324000002
Q1 2024
111
191,915
VTI, VOO, IVE, VB
13F-HR
7/31/2024
000200260324000001