Ledge Wealth Management, Inc.
13F Portfolio Filings
- Most recent 13FQ4 2023
- Locationsartell, MN
- CIK0001927042
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
62 | $257.24M | VTV, AGG, RSP, VUG | 13F-HR | Jan 24, 2024 | 000108514624000424 | ||
60 | $222.82M | VTV, RSP, VUG, AGG | 13F-HR | Oct 24, 2023 | 000108514623003856 | ||
62 | $209.30M | VTV, AGG, VUG, MUSI | 13F-HR | Jul 12, 2023 | 000108514623002643 | ||
67 | $210.93M | VTV, AGG, MUSI, RSP | 13F-HR | Apr 14, 2023 | 000108514623001679 | ||
73 | $219.14M | GBIL, VTV, AGG, VNLA | 13F-HR | Feb 3, 2023 | 000108514623000601 | ||
65 | $163.32M | GBIL, VTV, VNLA, XLF | 13F-HR | Oct 18, 2022 | 000108514622003458 | ||
69 | $162.67M | VNLA, VTV, DHS, XLF | 13F-HR | Jul 20, 2022 | 000108514622002479 | ||
72 | $160.81M | VTV, VNLA, CWI, XLF | 13F-HR | May 10, 2022 | 000108514622001898 |