APPROPRIATE BALANCE FINANCIAL SERVICES INC.

13F Portfolio Filings

  • Most recent 13F
    Q3 2017
  • Location
    bellevue, WA
  • CIK
    0000752832
  • All SEC filings
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id
30
$2.01B
XLF, IJR, QQQ, VEA
13F-HR
Oct 10, 2017
000075283217000005
29
$1.97B
XLF, IJR, QQQ, VEA
13F-HR
Jul 24, 2017
000075283217000004
30
$2.00B
XLF, IJR, QQQ, VEA
13F-HR
May 1, 2017
000075283217000003
32
$163.22M
QQQ, MDY, SPY, IJR
13F-HR
Jan 30, 2017
000075283217000001
32
$155.88M
QQQ, MDY, SPY, IJR
13F-HR
Oct 18, 2016
000075283216000006
32
$151.13M
QQQ, MDY, SPY, IJR
13F-HR
Jul 12, 2016
000075283216000005
29
$143.96M
QQQ, MDY, SPY, IJR
RESTATEMENT
Apr 25, 2016
000075283216000004
25
$144.39M
QQQ, MDY, SPY, IJR
13F-HR
Apr 13, 2016
000075283216000001