Lee Financial Group Hawaii, Inc.
13F Portfolio Filings
- Most recent 13FQ1 2024
- Locationhonolulu, HI
- CIK0000837980
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
28 | $127.83 M | VOO, COWZ, GSLC, BOTZ | 13F-HR | Apr 24, 2024 | 000139834424007669 | ||
30 | $117.44 M | VOO, COWZ, ALTL, BOND | 13F-HR | Jan 23, 2024 | 000139834424000880 | ||
30 | $108.96 M | VOO, COWZ, ALTL, BOND | 13F-HR | Oct 18, 2023 | 000139834423019379 | ||
30 | $109.44 M | COWZ, VOO, ALTL, UCON | 13F-HR | Aug 2, 2023 | 000139834423013921 | ||
31 | $97.09 M | COWZ, VOO, ALTL, UCON | 13F-HR | May 4, 2023 | 000139834423008823 | ||
31 | $101.67 M | COWZ, SMMD, VOO, PALC | 13F-HR | Feb 13, 2023 | 000139834423002955 | ||
33 | $124.27 M | CLOV, COWZ, SMMD, VOO | 13F-HR | Nov 4, 2022 | 000139834422021474 | ||
34 | $102.55 M | COWZ, VOO, PALC, BOND | 13F-HR | Aug 8, 2022 | 000139834422014985 | ||
37 | $146.70 M | CLOV, COWZ, VOO, BOND | 13F-HR | May 10, 2022 | 000139834422009229 | ||
36 | $137.57 M | VOO, COWZ, BOND, SMMD | 13F-HR | Feb 8, 2022 | 000139834422002333 | ||
36 | $135.97 M | VOO, BOND, COWZ, SMMD | 13F-HR | Nov 2, 2021 | 000139834421020847 | ||
36 | $138.74 M | VOO, COWZ, BOND, SMMD | 13F-HR | Aug 9, 2021 | 000139834421015695 | ||
28 | $121.90 M | VOO, BIV, SMMD, ARKK | 13F-HR | May 10, 2021 | 000139834421010075 | ||
42 | $118.69 M | VOO, USMV, SPDR SER TR, MSFT | 13F-HR | Feb 3, 2021 | 000139834421002151 | ||
41 | $120.50 M | AGGY, USMV, SPDR SER TR, MSFT | 13F-HR | Oct 27, 2020 | 000139834420020803 | ||
39 | $116.25 M | AGGY, USMV, SPDR SER TR, MSFT | 13F-HR | Jul 23, 2020 | 000139834420014212 | ||
24 | $87.18 M | AGGY, USMV, SPDR SER TR, XAR | 13F-HR | May 4, 2020 | 000139834420009230 | ||
27 | $126.71 M | SPDR SER TR, USMV, AGGY, ITA | 13F-HR | Jan 30, 2020 | 000139834420001569 | ||
25 | $112.12 M | USMV, AGGY, SPDR SER TR, ITA | 13F-HR | Oct 29, 2019 | 000139834419018701 | ||
30 | $117.03 M | USMV, SPDR SER TR, AGGY, ITA | 13F-HR | Jul 30, 2019 | 000139834419013110 | ||
34 | $107.45 M | USMV, AGGY, JPIN, LOW | 13F-HR | May 1, 2019 | 000139834419007534 | ||
28 | $93.13 M | USMV, VANGUARD STAR FDS, AGGY, LOW | 13F-HR | Jan 29, 2019 | 000139834419001278 | ||
33 | $112.39 M | USMV, VANGUARD STAR FDS, AGGY, LOW | 13F-HR | Oct 23, 2018 | 000139834418015228 | ||
29 | $108.05 M | VANGUARD STAR FDS, USMV, AGGY, LOW | 13F-HR | Jul 31, 2018 | 000139834418010877 | ||
30 | $103.76 M | USMV, VANGUARD STAR FDS, AGGY, ITA | 13F-HR | Apr 25, 2018 | 000139834418005962 | ||
35 | $107.60 M | USMV, VANGUARD STAR FDS, ITA, LOW | 13F-HR | Jan 30, 2018 | 000139834418001165 |