Penney Financial, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Houston, TX
CIK
0002049857
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 36 146,612 GSLC, VTI, VEA, VYM 13F-HR 12/31/2024 000108514624006105
Q2 2024 34 136,738 GSLC, VTI, VEA, VYM 13F-HR 12/31/2024 000108514624006104
Q1 2024 33 135,416 GSLC, VTI, VEA, VYM 13F-HR 12/31/2024 000108514624006103
Q4 2023 31 120,926 GSLC, VTI, VEA, VYM 13F-HR 12/26/2024 000108514624006082