Ledge Wealth Management, Inc.
Q4 2023 13F Holdings
- Locationsartell, MN
- Num holdings
62
- Value ($000)
$257,240
- Date Filed01/24/2024
- Form type13F-HR
- CIK0001927042
- 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 |
|---|---|---|---|---|---|---|---|
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $30.23M | 12 % | 202,188 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $26.12M | 10 % | 263,211 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $24.60M | 10 % | 155,901 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $18.62M | 7 % | 59,902 | ||
MUSI AMERICAN CENTY ETF TR | MULTISECTOR | 025072398 | $14.37M | 6 % | 329,607 | ||
XLF SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 | $11.21M | 4 % | 298,195 | ||
QGRO AMERICAN CENTY ETF TR | US QUALITY GROW | 025072307 | $10.67M | 4 % | 140,306 | ||
VOE VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | $7.24M | 3 % | 49,901 | ||
SPDR SER TR | S&P 600 SMCP VAL | 78464A300 | $7.01M | 3 % | 84,165 | ||
VCLT VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 92206C813 | $6.32M | 3 % | 78,897 |
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