S.C. Financial Services, Inc.
Q4 2022 13F Holdings
- Locationscottsdale, AZ
- Num holdings
118
- Value ($000)
$65,041
- Date Filed01/20/2023
- Form typerestatement
- CIK0001906806
- 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 2022 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $2.98M | 5 % | 22,944 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $2.58M | 4 % | 6,715 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $2.15M | 3 % | 8,977 | ||
JNJ JOHNSON & JOHNSON | COM | 478160104 | $2.05M | 3 % | 11,616 | ||
ABBV ABBVIE INC | COM | 00287Y109 | $1.96M | 3 % | 12,133 | ||
FIXD FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | 33740F805 | $1.63M | 3 % | 37,104 | ||
ESGU ISHARES TR | ESG AWR MSCI USA | 46435G425 | $1.53M | 2 % | 18,031 | ||
XOM EXXON MOBIL CORP | COM | 30231G102 | $1.43M | 2 % | 12,934 | ||
ABT ABBOTT LABS | COM | 002824100 | $1.38M | 2 % | 12,548 | ||
BUFT FIRST TR EXCHNG TRADED FD VI | CBOE VEST BUFERD | 33740U760 | $1.34M | 2 % | 72,788 |
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