SARD WEALTH MANAGEMENT GROUP, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Atlanta, GA
CIK
0002010095
Alternate names
SAR WEALTH MANAGEMENT GROUP, LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 46 151,304 FV, FBND, RSP, VTI 13F-HR 10/17/2024 000195175724001064
Q2 2024 45 142,436 FV, FBND, VTI, RSP 13F-HR 7/15/2024 000195175724000512
Q1 2024 41 110,673 FV, SDY, VTI, ITOT 13F-HR 4/15/2024 000195175724000296
Q4 2023 42 99,071 FV, SDY, VTI, ITOT 13F-HR 2/12/2024 000195175724000242