SWP FINANCIAL LLC
13F Portfolio Filings
Most recent 13F
Q1 2024
Location
San Diego, CA
CIK
0002014200
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2024
48
142,812
IVV, VTV, VO, VUG
13F-HR
4/30/2024
000195175724000422
Q4 2023
44
128,901
IVV, VTV, VO, VUG
13F-HR
3/8/2024
000195175724000260