JIM SAULNIER & ASSOCIATES, LLC

13F Portfolio Filings

Most recent 13F
Q1 2025
Location
Fort Collins, CO
CIK
0002044420
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2025 101 128,528 AOR, PGIM ROCK ETF TR, AOA, VEA 13F-HR 4/21/2025 000184386725000006
Q4 2024 93 115,846 BIL, AOR, PGIM ROCK ETF TR, VEA 13F-HR 1/22/2025 000184386725000003
Q3 2024 83 102,276 BIL, AOR, PGIM ROCK ETF TR, VEA 13F-HR 11/12/2024 000204442024000002