BDO Wealth Advisors, LLC

13F Portfolio Filings

  • Most recent 13F
    Q2 2023
  • Location
    jacksonville, FL
  • CIK
    0001713458
  • All SEC filings
Q2 2023
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

979

$871.88M
IEFA, RSP, EFA, IJH
13F-HR
Aug 1, 2023
000171345823000005

1,057

$815.40M
IEFA, RSP, EFA, IJH
13F-HR
May 9, 2023
000171345823000004

1,013

$804.45M
IEFA, RSP, EFA, IJH
RESTATEMENT
Jan 30, 2023
000171345823000003

1,079

$752.48M
IEFA, RSP, IJH, MINT
RESTATEMENT
Nov 2, 2022
000171345822000007

1,104

$812.57M
IEFA, MINT, RSP, VCSH
13F-HR
Aug 25, 2022
000171345822000005

1,104

$936.70M
IEFA, MINT, IJH, RSP
13F-HR
May 6, 2022
000171345822000002

1,136

$945.04M
IEFA, IJH, VWO, IVV
13F-HR
Feb 11, 2022
000171345822000001

1,084

$908.30M
IEFA, VWO, IJH, VCSH
13F-HR
Nov 9, 2021
000171345821000004

1,139

$903.19M
IEFA, VWO, IJH, VCSH
13F-HR
Sep 3, 2021
000171345821000003

1,196

$848.46M
IEFA, VWO, IJH, IEMG
13F-HR
May 14, 2021
000171345821000002

963

$710.93M
IEFA, IVV, ITOT, IEMG
13F-HR
Feb 12, 2021
000171345821000001

914

$614.17M
IEFA, IVV, VCSH, ITOT
13F-HR
Nov 12, 2020
000171345820000004

705

$569.11M
IEFA, IVV, ITOT, VCSH
13F-HR
Aug 14, 2020
000171345820000003

767

$494.79M
IEFA, VCSH, ITOT, IVV
13F-HR
May 15, 2020
000171345820000002

598

$387.68M
VCSH, IEFA, BND, IJH
13F-HR
Feb 14, 2020
000171345820000001

637

$390.43M
VCSH, MINT, BND, IEFA
13F-HR
Nov 12, 2019
000171345819000004

624

$367.16M
VCSH, BND, IJH, IEFA
13F-HR
Aug 9, 2019
000171345819000003

634

$344.18M
VCSH, BND, IJH, MDY
13F-HR
May 15, 2019
000171345819000002

572

$290.58M
VCSH, BND, MDY, MINT
13F-HR
Feb 14, 2019
000171345819000001

634

$309.39M
VCSH, BND, MDY, VWO
13F-HR
Nov 7, 2018
000171345818000004

656

$293.67M
VCSH, BND, MDY, VWO
13F-HR
Aug 27, 2018
000171345818000003

575

$266.39M
VCSH, BND, MDY, VWO
13F-HR
May 23, 2018
000171345818000002

488

$222.72M
BND, VCSH, MDY, VWO
13F-HR
Feb 14, 2018
000171345818000001

443

$201.68M
BND, MDY, VCSH, IJH
13F-HR
Nov 8, 2017
000171345817000002

559

$229.07M
BND, MDY, VCSH, IJH
13F-HR
Aug 8, 2017
000171345817000001
Bdo Wealth Advisors, Llc 13F Filings