Cascade Financial Partners, LLC
13F Portfolio Filings
Most recent 13F
Q2 2024
Location
San Diego, CA
CIK
0002021208
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q2 2024
233
760,641
LLY, AAPL, VEA, IVV
13F-HR
7/31/2024
000202120824000005
Q1 2024
224
694,081
LLY, AAPL, VEA, IVV
13F-HR
5/14/2024
000202120824000004