Integris Wealth Management, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationmonterey, CA
- CIK0001750852
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
104 | $354.60M | BSV, IVV, VTI, VEA | 13F-HR | Jan 23, 2025 | 000166773125000104 | ||
104 | $358.03M | BSV, IVV, VTI, VEA | 13F-HR | Oct 18, 2024 | 000175085224000005 | ||
93 | $346.19M | BSV, IVV, VTI, VEA | 13F-HR | Jul 19, 2024 | 000175085224000003 | ||
95 | $361.75M | BSV, IVV, VTI, VEA | 13F-HR | May 3, 2024 | 000175085224000002 | ||
92 | $337.89M | BSV, IVV, VTI, VEA | 13F-HR | Feb 9, 2024 | 000175085224000001 | ||
84 | $305.06M | BSV, IVV, VTI, VEA | 13F-HR | Nov 8, 2023 | 000175085223000014 | ||
82 | $282.63M | BSV, IVV, VGK, VNQ | 13F-HR | Jul 13, 2023 | 000175085223000013 | ||
81 | $272.22M | BSV, IVV, VGK, VNQ | 13F-HR | May 15, 2023 | 000184281123000003 | ||
78 | $256.32M | BSV, IVV, VGK, VNQ | 13F-HR | Feb 7, 2023 | 000175085223000008 |