Mowery & Schoenfeld Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Lincolnshire, IL
CIK
0002019946
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 213 69,636 FTEC, NOBL, DFAC, FLOT 13F-HR 8/14/2024 000201994624000003
Q1 2024 166 51,888 FTEC, NOBL, DFAC, FLOT 13F-HR 5/14/2024 000201994624000002
Q4 2023 174 49,494 FTEC, NOBL, FLOT, DFAC 13F-HR 5/14/2024 000201994624000001