DB Wealth Management Group, LLC
13F Portfolio Filings
- Most recent 13FQ4 2023
- Locationsan diego, CA
- CIK0001843991
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
370 | $176.10M | SPY, EFA, CGDV, VTI | 13F-HR | Jan 9, 2024 | 000184399124000001 | ||
372 | $158.48M | RSP, EFA, CGDV, IJH | 13F-HR | Nov 9, 2023 | 000184399123000004 | ||
362 | $163.28M | RSP, FIRST TR EXCHANGE-TRADED FD, EFA, VTI | 13F-HR | Aug 10, 2023 | 000190442523000007 | ||
358 | $158.49M | RSP, FIRST TR EXCHANGE-TRADED FD, EFA, HDV | 13F-HR | May 12, 2023 | 000184399123000003 | ||
354 | $154.37M | RSP, FIRST TR EXCHANGE-TRADED FD, EFA, HDV | 13F-HR | Feb 13, 2023 | 000184399123000002 | ||
290 | $140.11M | RSP, FIRST TR EXCHANGE-TRADED FD, HEFA, HDV | 13F-HR | Nov 9, 2022 | 000184399122000006 | ||
291 | $146.72M | RSP, FIRST TR EXCHANGE-TRADED FD, HEFA, HDV | 13F-HR | Aug 11, 2022 | 000184399122000005 | ||
312 | $165.89M | RSP, NDQ, HEFA, VTI | 13F-HR | May 12, 2022 | 000184399122000004 | ||
364 | $169.03M | VTI, NDQ, PKW, HEFA | 13F-HR | Feb 9, 2022 | 000184399122000002 | ||
350 | $155.23M | VTI, NDQ, EFA, PKW | 13F-HR | Nov 10, 2021 | 000184399121000006 | ||
351 | $156.23M | VTI, NDQ, EFA, SPDR SER TR | 13F-HR | Aug 4, 2021 | 000184399121000005 | ||
378 | $145.94M | VTI, NDQ, SPDR SER TR, EFA | 13F-HR | May 6, 2021 | 000184399121000004 | ||
362 | $135.65M | VTI, NDQ, SPDR SER TR, EFA | 13F-HR | Feb 3, 2021 | 000184399121000002 |