DIVERSIFY WEALTH MANAGEMENT, LLC

13F Portfolio Filings

Most recent 13F
Q4 2024
Location
Sandy, UT
CIK
0002030780
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2024 514 1,282,891 DFAU, SPY, SPYG, SPYV 13F-HR 1/16/2025 000108514625000249
Q3 2024 469 1,038,400 DFAU, SPY, SPYG, SPYV 13F-HR 10/25/2024 000108514624005172
Q2 2024 432 804,246 DFAU, DFAC, SPY, SPYV 13F-HR 8/8/2024 000108514624003600