Lee Financial Group Hawaii, Inc.

13F Portfolio Filings

  • Most recent 13F
    Q1 2024
  • Location
    honolulu, HI
  • CIK
    0000837980
  • All SEC filings
Q1 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

28

$127.83M
VOO, COWZ, GSLC, BOTZ
13F-HR
Apr 24, 2024
000139834424007669

30

$117.44M
VOO, COWZ, ALTL, BOND
13F-HR
Jan 23, 2024
000139834424000880

30

$108.96M
VOO, COWZ, ALTL, BOND
13F-HR
Oct 18, 2023
000139834423019379

30

$109.44M
COWZ, VOO, ALTL, UCON
13F-HR
Aug 2, 2023
000139834423013921

31

$97.09M
COWZ, VOO, ALTL, UCON
13F-HR
May 4, 2023
000139834423008823

31

$101.67M
COWZ, SMMD, VOO, PALC
13F-HR
Feb 13, 2023
000139834423002955

33

$124.27M
CLOV, COWZ, SMMD, VOO
13F-HR
Nov 4, 2022
000139834422021474

34

$102.55M
COWZ, VOO, PALC, BOND
13F-HR
Aug 8, 2022
000139834422014985

37

$146.70M
CLOV, COWZ, VOO, BOND
13F-HR
May 10, 2022
000139834422009229

36

$137.57M
VOO, COWZ, BOND, SMMD
13F-HR
Feb 8, 2022
000139834422002333

36

$135.97M
VOO, BOND, COWZ, SMMD
13F-HR
Nov 2, 2021
000139834421020847

36

$138.74M
VOO, COWZ, BOND, SMMD
13F-HR
Aug 9, 2021
000139834421015695

28

$121.90M
VOO, BIV, SMMD, ARKK
13F-HR
May 10, 2021
000139834421010075

42

$118.69M
VOO, USMV, SPDR SER TR, MSFT
13F-HR
Feb 3, 2021
000139834421002151

41

$120.50M
AGGY, USMV, SPDR SER TR, MSFT
13F-HR
Oct 27, 2020
000139834420020803

39

$116.25M
AGGY, USMV, SPDR SER TR, MSFT
13F-HR
Jul 23, 2020
000139834420014212

24

$87.18M
AGGY, USMV, SPDR SER TR, XAR
13F-HR
May 4, 2020
000139834420009230

27

$126.71M
SPDR SER TR, USMV, AGGY, ITA
13F-HR
Jan 30, 2020
000139834420001569

25

$112.12M
USMV, AGGY, SPDR SER TR, ITA
13F-HR
Oct 29, 2019
000139834419018701

30

$117.03M
USMV, SPDR SER TR, AGGY, ITA
13F-HR
Jul 30, 2019
000139834419013110

34

$107.45M
USMV, AGGY, JPIN, LOW
13F-HR
May 1, 2019
000139834419007534

28

$93.13M
USMV, VANGUARD STAR FDS, AGGY, LOW
13F-HR
Jan 29, 2019
000139834419001278

33

$112.39M
USMV, VANGUARD STAR FDS, AGGY, LOW
13F-HR
Oct 23, 2018
000139834418015228

29

$108.05M
VANGUARD STAR FDS, USMV, AGGY, LOW
13F-HR
Jul 31, 2018
000139834418010877

30

$103.76M
USMV, VANGUARD STAR FDS, AGGY, ITA
13F-HR
Apr 25, 2018
000139834418005962

35

$107.60M
USMV, VANGUARD STAR FDS, ITA, LOW
13F-HR
Jan 30, 2018
000139834418001165