Nalls Sherbakoff Group, LLC
Q4 2023 13F Holdings
- Locationknoxville, TN
- Num holdings
460
- Value ($000)
$112,335
- Date Filed04/09/2024
- Form type13F-HR
- CIK0001767500
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2023 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $17.86M | 16 % | 320,857 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $8.28M | 7 % | 224,149 | ||
ISHARES TR | ISHS 1-5YR INVS | 464288646 | $6.38M | 6 % | 124,450 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $6.3M | 6 % | 71,313 | ||
SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | $5.29M | 5 % | 113,375 | ||
APPLE INC | COM | 037833100 | $3.04M | 3 % | 15,767 | ||
CAPSTAR FINL HLDGS INC | COM | 14070T102 | $2.76M | 3 % | 147,045 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $2.45M | 2 % | 29,504 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | $2.3M | 2 % | 15,402 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $2.18M | 2 % | 74,796 |
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