UNIQUE WEALTH, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationclearwater, FL
- CIK0001957124
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
141 | $479.81M | IVV, SCHG, SPY, AGG | 13F-HR | Jan 13, 2025 | 000195712425000001 | ||
121 | $436.83M | IVV, SCHG, SPY, COWZ | 13F-HR | Oct 3, 2024 | 000195712424000007 | ||
93 | $381.80M | IVV, SCHG, COWZ, SPY | 13F-HR | Jul 18, 2024 | 000195712424000005 | ||
86 | $354.19M | IVV, SCHG, COWZ, SPY | 13F-HR | Apr 11, 2024 | 000195712424000004 | ||
81 | $308.75M | IVV, COWZ, SCHG, SPY | 13F-HR | Jan 11, 2024 | 000195712424000002 | ||
82 | $239.53M | IVV, COWZ, SCHG, JEPI | 13F-HR | Oct 10, 2023 | 000195712423000004 | ||
76 | $228.94M | IVV, COWZ, SCHG, JEPI | 13F-HR | Jul 21, 2023 | 000195712423000003 | ||
62 | $206.29M | IVV, COWZ, SCHG, CDC | 13F-HR | Apr 20, 2023 | 000195712423000002 | ||
61 | $187.37M | IVV, COWZ, SCHG, CDC | 13F-HR | Jan 25, 2023 | 000195712423000001 |