STEVENS CAPITAL PARTNERS
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationomaha, NE
- CIK0001965176
- Alternate namesMY PURPOSEFUL WEALTH CORP.
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
62 | $212.87 M | VUG, IVV, ITOT, BND | 13F-HR | May 2, 2025 | 000108514625002549 | ||
63 | $220.87 M | VUG, IVV, ITOT, UNP | 13F-HR | Feb 3, 2025 | 000108514625000738 | ||
62 | $209.40 M | VUG, IVV, ITOT, UNP | 13F-HR | Oct 29, 2024 | 000108514624005223 | ||
59 | $193.79 M | VUG, IVV, ITOT, UNP | 13F-HR | Aug 1, 2024 | 000108514624003377 | ||
58 | $167.93 M | VUG, IVV, ITOT, VTV | 13F-HR | Apr 30, 2024 | 000108514624002117 | ||
50 | $143.82 M | VUG, VTV, ITOT, IUSV | 13F-HR | Feb 6, 2024 | 000108514624000787 | ||
47 | $124.62 M | VUG, VTV, SPYV, IUSV | 13F-HR | Nov 14, 2023 | 000108514623004385 | ||
51 | $129.26 M | VUG, VTV, IUSV, SPYV | 13F-HR | Jul 24, 2023 | 000108514623002873 | ||
49 | $119.30 M | VUG, VTV, IUSV, SPYV | 13F-HR | Apr 27, 2023 | 000108514623001894 | ||
50 | $113.04 M | VUG, VTV, IUSV, SPYV | 13F-HR | Feb 10, 2023 | 000108514623000984 |