JANICZEK WEALTH MANAGEMENT, LLC
Q2 2024 13F Holdings
- Locationdenver, CO
- Num holdings
1,091
- Value ($000)
$477,130
- Date Filed07/25/2024
- Form type13F-HR
- CIK0001598561
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $63.89M | 13 % | 116,751 | ||
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $40.00M | 8 % | 642,399 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $35.46M | 7 % | 365,310 | ||
DSTL ETF SER SOLUTIONS | DISTILLATE US | 26922A321 | $31.83M | 7 % | 619,302 | ||
DGRW WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | $24.25M | 5 % | 310,689 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $19.70M | 4 % | 251,447 | ||
FNDA SCHWAB STRATEGIC TR | FUNDAMENTAL US S | 808524763 | $18.44M | 4 % | 335,030 | ||
XCEM COLUMBIA ETF TR II | EM CORE EX ETF | 19762B202 | $14.39M | 3 % | 450,695 | ||
CALF PACER FDS TR | PACER US SMALL | 69374H857 | $14.03M | 3 % | 321,789 | ||
UCON FIRST TR EXCHNG TRADED FD VI | TCW UNCONSTRAI | 33740F888 | $12.96M | 3 % | 530,212 |
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