Strategic Financial Partners, Ltd.

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Bend, OR
CIK
0002027921
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 67 195,906 SPLG, VONG, IWR, SPDW 13F-HR 10/28/2024 000108514624005180
Q2 2024 68 181,615 SPLG, VONG, SPDW, IWR 13F-HR 7/24/2024 000108514624003208
Q1 2024 71 180,659 SPLG, VONG, SPDW, IWR 13F-HR 7/10/2024 000108514624002845
Q4 2023 69 172,179 VONG, SPLG, SPDW, IWR 13F-HR 7/10/2024 000108514624002836
Q3 2023 71 164,752 SPLG, VONG, IWR, SPDW 13F-HR 7/10/2024 000108514624002835
Q2 2023 70 175,579 SPLG, SPDW, SPYV, IWR 13F-HR 7/10/2024 000108514624002833
Q1 2023 69 163,312 SPLG, SPYV, IWR, IJR 13F-HR 7/10/2024 000108514624002831
Q4 2022 71 163,891 SPLG, SPYV, SPTI, IWR 13F-HR 7/10/2024 000108514624002817
Q3 2022 63 157,065 SPLG, IWR, SPYV, VCIT 13F-HR 7/10/2024 000108514624002816
Q2 2022 64 171,208 SPYV, SPLG, AGG, IWR 13F-HR 7/10/2024 000108514624002815
Q1 2022 69 196,284 VONG, SPLG, IWR, SPDW 13F-HR 7/10/2024 000108514624002814
Q4 2021 68 203,609 SPLG, VONG, SPDW, IWR 13F-HR 7/9/2024 000108514624002812
Q3 2021 66 186,000 SPLG, IWR, SPDW, VONG 13F-HR 7/9/2024 000108514624002811
Q2 2021 66 181,100 SPLG, IWR, SPDW, VONG 13F-HR 7/9/2024 000108514624002810
Q1 2021 63 168,681 SPLG, IWR, SPDW, VONG 13F-HR 7/9/2024 000108514624002809
Q4 2020 62 152,849 SPLG, IWR, SPDW, VONG 13F-HR 7/9/2024 000108514624002808
Q3 2020 59 127,821 MINT, VCIT, SPTI, SPLG 13F-HR 7/9/2024 000108514624002807
Q2 2020 60 120,671 VCIT, SPLG, MINT, SPTI 13F-HR 7/9/2024 000108514624002806
Q1 2020 60 94,045 SPLG, SCHO, AGG, SPDW 13F-HR 7/9/2024 000108514624002805
Q4 2019 68 122,161 SPLG, SPDW, IWR, VONG 13F-HR 7/8/2024 000108514624002769