WATERSHED PRIVATE WEALTH LLC
Q4 2024 13F Holdings
- Locationoak brook, IL
- Num holdings
112
- Value ($000)
$256,409
- Date Filed01/22/2025
- Form type13F-HR
- CIK0001965271
- 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 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $45.73M | 18 % | 77,681 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $14.57M | 6 % | 35,497 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $12.55M | 5 % | 129,558 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $11.76M | 5 % | 66,031 | ||
EFV ISHARES TR | EAFE VALUE ETF | 464288877 | $10.71M | 4 % | 204,116 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $10.57M | 4 % | 206,199 | ||
EFG ISHARES TR | EAFE GRWTH ETF | 464288885 | $10.18M | 4 % | 105,141 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $8.64M | 3 % | 16,898 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $7.50M | 3 % | 55,853 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $6.63M | 3 % | 62,224 |
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