Denver PWM, LLC
Q4 2024 13F Holdings
- Locationdenver, CO
- Num holdings
231
- Value ($000)
$258,380
- Date Filed02/03/2025
- Form type13F-HR
- CIK0001657980
- 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 |
|---|---|---|---|---|---|---|---|
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $26.22M | 10 % | 940,976 | ||
SCHM SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | $15.76M | 6 % | 568,894 | ||
SCHV SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $15.41M | 6 % | 591,016 | ||
IBTF ISHARES TR | IBONDS 25 TRM TS | 46436E866 | $14.55M | 6 % | 623,810 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $14.39M | 6 % | 777,662 | ||
TOTL SSGA ACTIVE ETF TR | SPDR TR TACTIC | 78467V848 | $14.04M | 5 % | 356,438 | ||
IBTG ISHARES TR | IBONDS 26 TRM TS | 46436E858 | $14.04M | 5 % | 615,501 | ||
IBTH ISHARES TR | IBONDS 27 TRM TS | 46436E841 | $13.71M | 5 % | 617,803 | ||
IBTI ISHARES TR | IBONDS 28 TRM TS | 46436E833 | $13.58M | 5 % | 620,067 | ||
HEFA ISHARES TR | HDG MSCI EAFE | 46434V803 | $12.28M | 5 % | 353,240 |
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