Abound Wealth Management

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    franklin, TN
  • CIK
    0001950323
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

1,225

$311.75M
IJR, AGG, IEMG, VEA
13F-HR
Jan 13, 2025
000195032325000002

1,299

$301.14M
IJR, IEMG, AGG, VEA
13F-HR
Nov 4, 2024
000139834424019861

1,170

$271.21M
IJR, IEMG, AGG, VEA
13F-HR
Aug 9, 2024
000139834424014196

1,291

$262.50M
IJR, IEMG, AGG, VEA
13F-HR
Aug 8, 2024
000139834424014082

1,328

$249.27M
IJR, AGG, IEMG, VEA
13F-HR
Aug 8, 2024
000139834424014083

1,167

$234.96M
IEMG, IJR, XLP, AGG
13F-HR
Aug 8, 2024
000139834424014072

1,195

$239.06M
IEMG, IJR, XLP, VEA
13F-HR
Aug 8, 2024
000139834424014075

722

$222.99M
IEMG, VEA, IJR, XLP
13F-HR
Aug 7, 2024
000139834424013993

717

$204.25M
VEA, XLP, IEMG, IJR
13F-HR
Aug 7, 2024
000139834424013994

750

$185.22M
XLU, XLP, VEA, IJR
13F-HR
Aug 7, 2024
000139834424013999

114

$179.59M
XLU, VEA, XLP, IJR
13F-HR
Aug 12, 2024
000139834424014382

111

$138.68M
AGG, IJR, VEA, SCHX
13F-HR
Aug 12, 2024
000139834424014304

107

$127.31M
AGG, IJR, SCHX, VEA
13F-HR
Aug 12, 2024
000139834424014310
Abound Wealth Management 13F Filings