XML Financial, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationbethesda, MD
- CIK0001800465
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
358 | $1.09B | SCHG, AAPL, IWF, SCHV | 13F-HR | Jan 17, 2025 | 000172554725000138 | ||
348 | $1.08B | SCHG, SCHV, IWF, AAPL | 13F-HR | Nov 1, 2024 | 000172554724006074 | ||
337 | $993.72M | SCHG, IWF, MSFT, AAPL | 13F-HR | Jul 22, 2024 | 000172554724003417 | ||
340 | $976.54M | SCHG, SCHV, MSFT, IWF | 13F-HR | May 15, 2024 | 000172554724002166 | ||
332 | $948.27M | SCHG, MSFT, AAPL, SCHV | 13F-HR | Feb 14, 2024 | 000172554724000518 | ||
316 | $834.38M | SCHG, AAPL, MSFT, SCHV | 13F-HR | Nov 6, 2023 | 000172554723001739 | ||
341 | $864.45M | AAPL, MSFT, SCHG, DGRO | 13F-HR | Aug 7, 2023 | 000172554723000179 | ||
334 | $821.24M | AAPL, MSFT, DGRO, IWR | 13F-HR | May 15, 2023 | 000172554723000132 | ||
330 | $796.07M | AAPL, DGRO, IWR, MSFT | 13F-HR | Feb 10, 2023 | 000172554723000049 | ||
316 | $720.45M | AAPL, IWR, MSFT, DGRO | 13F-HR | Nov 4, 2022 | 000172554722000187 | ||
231 | $442.31M | IWR, DGRO, SCHV, IWB | 13F-HR | Aug 1, 2022 | 000172554722000129 | ||
331 | $840.67M | AAPL, IWR, MSFT, DGRO | 13F-HR | May 2, 2022 | 000172554722000075 | ||
318 | $830.26M | AAPL, MSFT, IWR, SCHG | 13F-HR | Feb 1, 2022 | 000172554722000022 | ||
317 | $749.18M | IWR, AAPL, MSFT, IWB | 13F-HR | Nov 1, 2021 | 000172554721000094 | ||
226 | $454.51M | IWR, SCHG, IWB, DGRO | 13F-HR | Aug 10, 2021 | 000172554721000078 | ||
214 | $410.19M | IWR, IWB, SCHG, DGRO | 13F-HR | May 14, 2021 | 000172554721000048 | ||
212 | $385.77M | IWR, SCHG, IWB, DGRO | 13F-HR | Feb 8, 2021 | 000172554721000011 | ||
194 | $320.38M | IWR, SCHG, IWB, SPDR SER TR | 13F-HR | Nov 13, 2020 | 000172554720000091 | ||
190 | $288.18M | IWR, IWB, SCHG, BND | 13F-HR | Jul 31, 2020 | 000172554720000064 | ||
170 | $231.54M | IWR, IWB, BND, SCHG | 13F-HR | May 8, 2020 | 000172554720000043 | ||
178 | $275.17M | IWR, IWB, SCHG, SCHV | 13F-HR | Feb 4, 2020 | 000172554720000014 |