Breakwater Investment Management

13F Portfolio Filings

Most recent 13F
Q4 2024
Location
Seattle, WA
CIK
0002025925
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2024 309 235,248 VTI, SCHB, VXUS, BND RESTATEMENT 1/16/2025 000202592525000003
Q3 2024 310 239,517 VTI, SCHB, VXUS, BND RESTATEMENT 1/16/2025 000202592525000002
Q2 2024 317 223,560 VTI, SCHB, VXUS, BND 13F-HR 8/8/2024 000202592524000002
Q1 2024 314 217,326 VTI, SCHB, VXUS, BND 13F-HR 6/13/2024 000202592524000001
Additional filings from Breakwater Investment Management that have since been restated