Cascade Wealth Advisors, Inc

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Wenatchee, WA
CIK
0002018936
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 49 139,953 FLOT, SHYG, VGSH, VIG 13F-HR 10/15/2024 000201893624000004
Q2 2024 51 135,227 FLOT, SHYG, DFAS, VIG 13F-HR 7/26/2024 000201893624000002
Q1 2024 49 117,693 FLOT, RYT, SHYG, DFAS 13F-HR 4/15/2024 000201893624000001