Custom Portfolio Group LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Englewood, CO
CIK
0002034330
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 236 126,958 SGOV, Vanguard S&P 500 Index Fund ETF, SCHB, IAU 13F-HR 8/27/2024 000203433024000003
Q1 2024 237 121,380 SGOV, Vanguard S&P 500 Index Fund ETF, SCHB, IAU 13F-HR 8/27/2024 000203433024000002
Q4 2023 234 112,446 SGOV, Vanguard S&P 500 Index Fund ETF, SCHB, IAU 13F-HR 8/27/2024 000203433024000001