Quaker Wealth Management, LLC
Q3 2024 13F Holdings
- Locationmoorestown, NJ
- Num holdings
64
- Value ($000)
$272,952
- Date Filed11/12/2024
- Form type13F-HR
- CIK0001733472
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $45.72M | 17 % | 161,468 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $28.00M | 10 % | 352,582 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $21.43M | 8 % | 255,902 | ||
SGOV ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $21.33M | 8 % | 211,752 | ||
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $15.08M | 6 % | 253,467 | ||
JAAA JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $12.42M | 5 % | 244,114 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $12.40M | 5 % | 205,181 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $9.16M | 3 % | 179,152 | ||
TFX TELEFLEX INCORPORATED | COM | 879369106 | $8.54M | 3 % | 34,528 | ||
VYMI VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | $8.35M | 3 % | 113,697 |
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