Watermark Asset Management, Inc.

13F Portfolio Filings

  • Most recent 13F
    Q4 2018
  • Location
    san ramon, CA
  • CIK
    0001706457
  • All SEC filings
Q4 2018
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

294

$215.63M
IVV, AGG, VEA, IJH
13F-HR
Jan 14, 2019
000170645719000001

245

$241.82M
IVV, AGG, VEA, IJH
13F-HR
Oct 3, 2018
000170645718000004

252

$235.65M
IVV, AGG, VEA, IJH
13F-HR
Jul 9, 2018
000170645718000003

243

$240.89M
IVV, AGG, VEA, IJH
13F-HR
Apr 17, 2018
000170645718000002

256

$239.99M
IVV, AGG, VEA, IJH
13F-HR
Jan 16, 2018
000170645718000001

249

$230.40M
IVV, AGG, VEA, IJH
13F-HR
Oct 16, 2017
000170645717000004

255

$222.18M
IVV, AGG, VEA, VTI
13F-HR
Jul 17, 2017
000170645717000003

261

$212.22M
IVV, AGG, VEA, VTI
13F-HR
Jun 5, 2017
000170645717000002
Watermark Asset Management, Inc. 13F Filings