Delap Wealth Advisory, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationlake oswego, OR
- CIK0001927705
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
75 | $167.38M | ITOT, IDEV, DFAC, VEA | 13F-HR | Feb 4, 2025 | 000172554725000363 | ||
63 | $158.16M | ITOT, DFAC, IDEV, VEA | 13F-HR | Nov 12, 2024 | 000172554724006349 | ||
119 | $217.29M | DFAC, IDEV, ITOT, DFEM | 13F-HR | Aug 13, 2024 | 000172554724003927 | ||
261 | $247.44M | ITOT, DFAC, MSFT, IDEV | 13F-HR | May 14, 2024 | 000172554724002147 | ||
95 | $220.86M | ITOT, MSFT, VEA, IDEV | 13F-HR | Feb 15, 2024 | 000172554724000560 | ||
54 | $103.46M | DFAC, ITOT, IDEV, VEA | RESTATEMENT | Dec 11, 2023 | 000172554723002738 | ||
50 | $101.98M | VEA, DFAC, ITOT, DFIV | 13F-HR | Aug 8, 2023 | 000172554723000208 | ||
58 | $97.53M | DFAC, VEA, ITOT, IDEV | RESTATEMENT | Aug 8, 2023 | 000172554723000209 | ||
66 | $95.64M | DFAC, VEA, ITOT, BSV | 13F-HR | Feb 13, 2023 | 000172554723000062 |