MA Private Wealth
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationsan carlos, CA
- CIK0001767474
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
72 | $534.85M | VOO, BND, QUAL, DYNF | 13F-HR | Jan 24, 2025 | 000176538025000012 | ||
71 | $534.91M | VOO, BND, QUAL, DYNF | 13F-HR | Oct 23, 2024 | 000176538024000399 | ||
75 | $505.64M | VOO, BND, QUAL, EFV | 13F-HR | Aug 5, 2024 | 000176538024000266 | ||
68 | $493.39M | VOO, BND, QUAL, EFV | 13F-HR | Apr 30, 2024 | 000176538024000172 | ||
76 | $469.36M | VOO, BND, QUAL, VANGUARD SCOTTSDALE FDS | RESTATEMENT | Feb 13, 2024 | 000176538024000078 | ||
72 | $423.20M | VOO, BND, USMV, QUAL | 13F-HR | Oct 27, 2023 | 000176538023000189 | ||
69 | $431.23M | VOO, BND, IEFA, VANGUARD SCOTTSDALE FDS | 13F-HR | Aug 9, 2023 | 000176538023000164 | ||
65 | $411.43M | VOO, BND, IEFA, VANGUARD SCOTTSDALE FDS | 13F-HR | May 4, 2023 | 000176538023000097 | ||
80 | $414.66M | VOO, BND, IEFA, ESGU | 13F-HR | Feb 7, 2023 | 000176538023000022 | ||
70 | $402.37M | VOO, BND, IEFA, ESGU | 13F-HR | Oct 25, 2022 | 000176538022000131 | ||
65 | $410.56M | VOO, BND, IEFA, ESGU | 13F-HR | Jul 14, 2022 | 000176538022000091 | ||
85 | $548.11M | VOO, BND, IEFA, ITOT | 13F-HR | May 4, 2022 | 000176538022000059 | ||
91 | $557.04M | VOO, IEFA, BND, ITOT | 13F-HR | Jan 19, 2022 | 000176538022000002 | ||
87 | $509.19M | VOO, IEFA, BND, ITOT | 13F-HR | Nov 2, 2021 | 000176538021000106 | ||
90 | $503.05M | VOO, GOVT, BND, ITOT | 13F-HR | Jul 22, 2021 | 000176538021000073 | ||
90 | $479.71M | VOO, GOVT, BND, ITOT | 13F-HR | Apr 26, 2021 | 000176538021000040 | ||
66 | $437.38M | VOO, GOVT, ITOT, IEFA | 13F-HR | Jan 11, 2021 | 000176538021000006 | ||
83 | $423.92M | VOO, GOVT, IEFA, ITOT | 13F-HR | Oct 26, 2020 | 000176538020000085 | ||
82 | $400.00M | VOO, GOVT, IEFA, ITOT | 13F-HR | Jul 14, 2020 | 000176538020000062 | ||
83 | $340.29M | VOO, GOVT, IVV, ITOT | 13F-HR | Apr 16, 2020 | 000176538020000037 | ||
73 | $325.82M | VOO, GOVT, ITOT, QUAL | 13F-HR | Jan 27, 2020 | 000176538020000015 | ||
84 | $355.86M | VOO, GOVT, ITOT, IVV | 13F-HR | Oct 10, 2019 | 000176538019000101 | ||
88 | $343.13M | VOO, ITOT, IXN, IVV | 13F-HR | Jul 17, 2019 | 000176538019000068 | ||
91 | $315.10M | VOO, IXN, NEAR, LQD | 13F-HR | Apr 24, 2019 | 000176538019000044 | ||
96 | $263.54M | VTV, NEAR, LQD, VOO | 13F-HR | Feb 8, 2019 | 000176538019000013 |