FINANCIAL MANAGEMENT CONCEPTS CORP /ADV

13F Portfolio Filings

  • Most recent 13F
    Q4 2021
  • Location
    winter springs, FL
  • CIK
    0000883933
  • All SEC filings
Q4 2021
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

29

$137.17M
VANGUARD WORLD FDS, VANGUARD WORLD FDS, SCHP, VOO
13F-HR
Feb 14, 2022
000088393322000002

27

$125.39M
VANGUARD WORLD FDS, VANGUARD WORLD FDS, PDBC, AGG
13F-HR
Nov 12, 2021
000088393321000017

28

$123.05M
VANGUARD WORLD FDS, VANGUARD WORLD FDS, PDBC, AGG
13F-HR
Aug 6, 2021
000088393321000015

26

$111.09M
VANGUARD WORLD FDS, VANGUARD WORLD FDS, AIA, VB
13F-HR
Jun 1, 2021
000088393321000013

20

$103.20M
VANGUARD WORLD FDS, NOBL, VANGUARD WORLD FDS, RSPH
13F-HR
Feb 23, 2021
000088393321000011