Envision Financial LLC

13F Portfolio Filings

Most recent 13F: Q4 2024
Location: Brookfield, WI
CIK: 0002051355
All SEC filings: View on sec.gov

Holdings Value

Quarter	Holdings	Value ($000)	Top Holdings	Form Type	Date Filed	Filing ID
Q4 2024	37	124,753	VOO, FNDX, SCHX, SCHF	13F-HR	1/13/2025	000205135525000001