Newport Wealth Strategies, Inc.
13F Portfolio Filings
- Most recent 13FQ3 2021
- Locationirvine, CA
- CIK0001730882
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
111 | $165.39M | SCHG, VUG, SCHX, AAPL | 13F-HR | Nov 12, 2021 | 000108514621003153 | ||
114 | $173.03M | SCHG, VUG, SCHX, AAPL | 13F-HR | Sep 8, 2021 | 000108514621002636 | ||
110 | $161.09M | SCHG, VUG, SCHX, AAPL | 13F-HR | Apr 22, 2021 | 000108514621001266 | ||
91 | $133.57M | SCHG, VUG, AAPL, VANGUARD WORLD FDS | 13F-HR | Jan 14, 2021 | 000108514621000107 | ||
90 | $134.30M | SCHG, VUG, AAPL, VANGUARD WORLD FDS | 13F-HR | Oct 13, 2020 | 000108514620002491 | ||
85 | $109.62M | SCHG, VUG, AAPL, VANGUARD SCOTTSDALE FDS | 13F-HR | Jul 15, 2020 | 000108514620001779 | ||
87 | $106.28M | SCHG, VUG, SCHX, AAPL | 13F-HR | Apr 16, 2020 | 000108514620001126 | ||
96 | $137.55M | SCHG, SCHX, VUG, DBEF | 13F-HR | Jan 13, 2020 | 000108514620000111 | ||
82 | $109.75M | SCHG, VUG, SCHX, VIG | 13F-HR | Oct 9, 2019 | 000108514619002488 | ||
80 | $108.72M | SCHG, VUG, SCHX, VIG | 13F-HR | Jul 22, 2019 | 000108514619001932 | ||
75 | $99.35M | SCHG, VUG, SCHX, VIG | 13F-HR | Apr 9, 2019 | 000108514619001120 | ||
67 | $72.89M | VUG, SCHG, VIG, SCHM | 13F-HR | Jan 17, 2019 | 000108514619000181 | ||
67 | $78.40M | SCHG, VUG, VANGUARD WORLD FDS, VANGUARD WORLD FDS | 13F-HR | Nov 5, 2018 | 000108514618002492 | ||
82 | $86.39M | SCHG, VANGUARD WORLD FDS, VUG, VANGUARD WORLD FDS | 13F-HR | Aug 6, 2018 | 000108514618001847 | ||
95 | $127.84M | SCHG, VANGUARD WORLD FDS, SCHM, VUG | 13F-HR | May 8, 2018 | 000108514618001260 | ||
108 | $139.68M | SCHG, SCHM, VANGUARD WORLD FDS, VUG | 13F-HR | Feb 15, 2018 | 000108514618000895 |