Facet Wealth, Inc.

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    baltimore, MD
  • CIK
    0001748271
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

143

$3.77B
VTI, QUAL, VEA, BND
13F-HR
Feb 10, 2025
000174827125000002

141

$3.51B
VTI, QUAL, VEA, BND
13F-HR
Nov 4, 2024
000174827124000013

141

$3.26B
VTI, QUAL, BND, VEA
13F-HR
Jul 31, 2024
000174827124000009

121

$2.97B
VTI, QUAL, VEA, BND
13F-HR
May 7, 2024
000174827124000004

112

$2.61B
VTI, QUAL, VEA, BND
13F-HR
Feb 8, 2024
000174827124000002

95

$2.03B
VTI, VEA, QUAL, BND
13F-HR
Nov 1, 2023
000174827123000007

92

$1.97B
VTI, BND, VEA, QUAL
13F-HR
Aug 4, 2023
000174827123000005

75

$1.65B
VTI, VEA, BND, QUAL
13F-HR
May 4, 2023
000174827123000003

67

$1.57B
VTI, VEA, BND, QUAL
13F-HR
Feb 14, 2023
000174827123000001

68

$1.32B
VTI, VEA, BND, VTV
13F-HR
Nov 9, 2022
000174827122000025

67

$1.15B
VTI, VEA, BND, VTV
13F-HR
Aug 4, 2022
000174827122000022

65

$1.15B
VTI, VEA, VTV, BND
13F-HR
May 12, 2022
000174827122000019

71

$1.08B
VTI, VEA, VTV, BNDX
13F-HR
Feb 9, 2022
000174827122000014

60

$875.00M
VTI, VEA, BND, BNDX
13F-HR
Oct 28, 2021
000174827121000005

54

$728.85M
VTI, VEA, BNDX, BND
13F-HR
Jul 21, 2021
000174827121000003

50

$566.83M
VTI, VEA, BNDX, BND
13F-HR
Apr 20, 2021
000174827121000002

41

$428.26M
VTI, VEA, BNDX, IWN
13F-HR
Apr 20, 2021
000174827121000001
Facet Wealth, Inc. 13F Filings