Quaker Wealth Management, LLC

13F Portfolio Filings

  • Most recent 13F
    Q3 2024
  • Location
    moorestown, NJ
  • CIK
    0001733472
  • All SEC filings
Q3 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

64

$272.95M
VTI, VCSH, VCIT, SGOV
13F-HR
Nov 12, 2024
000173347224000003

58

$247.09M
VTI, VCSH, VCIT, VYMI
13F-HR
May 1, 2024
000173347224000002

55

$222.10M
VCSH, VYMI, VANGUARD MUN BD FDS, VTI
13F-HR
Feb 12, 2024
000173347224000001

50

$205.18M
VCSH, VANGUARD MUN BD FDS, VYMI, VTI
13F-HR
Oct 19, 2023
000173347223000007

52

$221.42M
VCSH, VANGUARD MUN BD FDS, VYMI, VTI
13F-HR
Aug 3, 2023
000173347223000006

49

$214.20M
VCSH, VANGUARD MUN BD FDS, VYMI, VCIT
13F-HR
Apr 25, 2023
000173347223000005

41

$198.00K
VCSH, VYMI, VTI, VCIT
13F-HR
Feb 2, 2023
000173347223000002

44

$191.15M
VCSH, VYMI, VTI, PFF
13F-HR
Oct 26, 2022
000173347222000004

45

$198.14M
VCSH, VYMI, VTI, PFF
13F-HR
Aug 8, 2022
000173347222000003

50

$230.47M
VCSH, VYMI, VTI, PFF
13F-HR
May 10, 2022
000173347222000002

52

$235.24M
VCSH, VYMI, VTI, PFF
13F-HR
Feb 14, 2022
000173347222000001

30

$87.18M
VCSH, LMBS, SRLN, STIP
13F-HR
Nov 12, 2021
000173347221000004

55

$215.65M
VCSH, VYMI, TFX, VTI
13F-HR
May 14, 2021
000173347221000003

48

$190.57M
VCSH, VYMI, TFX, VTI
13F-HR
Jan 26, 2021
000173347221000001

49

$186.09M
VCSH, VYMI, VTI, TFX
13F-HR
Oct 30, 2020
000173347220000004

50

$167.51M
VCSH, JPST, TFX, VYMI
13F-HR
Jul 27, 2020
000173347220000003

40

$140.73M
JPST, VCSH, STIP, TFX
13F-HR
Apr 14, 2020
000173347220000002

51

$168.17M
JPST, VCSH, TFX, VYMI
13F-HR
Feb 7, 2020
000173347220000001