Daniels&Tansey,LLP
13F Portfolio Filings
- Most recent 13FQ3 2023
- Locationwilmington, DE
- CIK0001478179
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
29 | $288.63M | JCPB, CSCO, BBHY, NVDA | 13F-HR | Nov 3, 2023 | 000147817923000007 | ||
30 | $302.44M | VOO, BND, SPY, IEFA | 13F-HR | Jul 31, 2023 | 000147817923000003 | ||
29 | $291.38M | VOO, BND, SPY, IEFA | 13F-HR | May 10, 2023 | 000147817923000002 | ||
27 | $261.09M | VOO, SPY, BND, IEFA | 13F-HR | Feb 2, 2023 | 000147817923000001 | ||
33 | $241.37M | VOO, SPY, BND, IJH | 13F-HR | Nov 1, 2022 | 000147817922000004 | ||
29 | $257.22M | VOO, SPY, BND, IEFA | 13F-HR | Jul 29, 2022 | 000147817922000003 | ||
32 | $295.82M | VOO, SPY, BND, IJH | 13F-HR | May 5, 2022 | 000147817922000002 | ||
36 | $323.60M | VOO, SPY, BND, IJH | 13F-HR | Feb 7, 2022 | 000147817922000001 | ||
34 | $288.55M | VOO, SPY, BND, IJH | 13F-HR | Nov 5, 2021 | 000147817921000004 | ||
34 | $287.41M | VOO, SPY, BND, IJH | 13F-HR | Aug 4, 2021 | 000147817921000003 | ||
29 | $253.06M | VOO, SPY, BND, IJH | 13F-HR | May 6, 2021 | 000147817921000002 | ||
27 | $240.62M | VOO, SPY, BND, IJH | 13F-HR | Feb 4, 2021 | 000147817921000001 | ||
27 | $200.89M | SPY, VOO, VEA, IEFA | 13F-HR | Nov 13, 2020 | 000147817920000004 |