Ted Buchan & Co

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
San Diego, CA
CIK
0002033413
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 85 210,792 AGG, PRF, SHY, IVV 13F-HR 11/1/2024 000117266124004440
Q2 2024 85 186,397 AGG, PRF, SHY, TIP 13F-HR 8/21/2024 000117266124003650
Q1 2024 89 162,818 PRF, SHY, NOBL, TIP 13F-HR 9/6/2024 000117266124004068
Q4 2023 80 137,308 PRF, NOBL, SHY, XBI 13F-HR 9/6/2024 000117266124004072
Q3 2023 77 124,468 PRF, SHY, NOBL, TIP 13F-HR 9/6/2024 000117266124004070
Q2 2023 81 130,056 PRF, NOBL, SHY, TIP 13F-HR 9/6/2024 000117266124004069
Q1 2023 83 119,664 PRF, SHY, NOBL, TIP 13F-HR 9/6/2024 000117266124004067
Q4 2022 76 108,121 PRF, NOBL, XLE, SHY 13F-HR 9/6/2024 000117266124004071