Waterford Advisors, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationorchard park, NY
- CIK0001960657
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
46 | $196.44M | IVV, VUG, VTV, VEA | 13F-HR | Feb 14, 2025 | 000196065725000001 | ||
50 | $196.04M | IVV, VTV, VUG, VEA | 13F-HR | Nov 14, 2024 | 000196065724000005 | ||
54 | $238.51M | IVV, VUG, VTV, VEA | 13F-HR | Aug 14, 2024 | 000196065724000003 | ||
55 | $235.67M | IVV, VTV, VUG, VEA | 13F-HR | May 15, 2024 | 000196065724000002 | ||
51 | $213.43M | IVV, VUG, VTV, VEA | 13F-HR | Feb 14, 2024 | 000196065724000001 | ||
47 | $178.77M | IVV, VUG, SCHZ, VTV | 13F-HR | Nov 7, 2023 | 000196065723000004 | ||
52 | $208.00K | IVV, VUG, SCHZ, VTV | 13F-HR | Jul 31, 2023 | 000196065723000003 | ||
51 | $185.00K | IVV, SCHZ, VTV, VUG | 13F-HR | May 2, 2023 | 000196065723000002 | ||
50 | $172.00K | IVV, SCHZ, VTV, VEA | 13F-HR | Feb 14, 2023 | 000196065723000001 |