Aegis Wealth Management LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationbethesda, MD
- CIK0001628818
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
109 | $147.82M | IVV, DFAI, DFAS, DFUV | 13F-HR | Mar 7, 2025 | 000108514625001819 |