Quotient Wealth Partners, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Houston, TX
CIK
0002004904
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 314 3,042,692 IVV, SPYG, AGG, TTAC 13F-HR 10/9/2024 000200490424000003
Q2 2024 303 2,856,435 IVV, SPYG, AGG, TTAC 13F-HR 7/24/2024 000200490424000001
Q1 2024 293 2,800,493 IVV, SPYG, IEFA, AGG 13F-HR 5/14/2024 000122107324000045
Q4 2023 279 2,578,547 IVV, SPYG, IEFA, AGG 13F-HR 2/7/2024 000122107324000015