Bennett Associates Wealth Management

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Butler, PA
CIK
0002011901
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 45 122,104 FTCS, IEFA, GSLC, EMXC 13F-HR 11/7/2024 000108514624005418
Q2 2024 41 111,005 FTCS, IEFA, GSLC, FIXD 13F-HR 7/16/2024 000108514624003064
Q1 2024 38 110,770 FTCS, IEFA, GSLC, VO 13F-HR 4/22/2024 000108514624001969
Q4 2023 38 102,508 FTCS, IEFA, VO, GSLC 13F-HR 2/14/2024 000172554724000531