Wrenne Financial Planning LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Lexington, KY
CIK
0002023054
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 45 167,826 VTI, VEU, SLYV, VNQ 13F-HR 11/12/2024 000117266124004540
Q2 2024 41 145,016 VTI, VEU, SLYV, BND 13F-HR 8/7/2024 000117266124003124
Q1 2024 29 135,244 VTI, VEU, SLYV, VNQ 13F-HR 5/13/2024 000117266124002197
Q4 2023 26 117,465 VTI, VEU, SLYV, VNQ 13F-HR 7/11/2024 000117266124002736