ROBINSON SMITH WEALTH ADVISORS LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Portland, ME
CIK
0002008554
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 83 117,614 SCHB, IUSV, JNJ, CGMU 13F-HR 11/8/2024 000194104024000492
Q2 2024 90 113,567 SCHB, IUSV, JNJ, TFLO 13F-HR 7/30/2024 000194104024000311
Q1 2024 79 104,063 SCHB, IUSV, JNJ, TFLO 13F-HR 4/25/2024 000194104024000211
Q4 2023 82 101,673 SCHB, IUSV, JNJ, TFLO 13F-HR 2/12/2024 000194104024000103