WATERSHED PRIVATE WEALTH LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationoak brook, IL
- CIK0001965271
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
112 | $256.41M | IVV, VUG, AGG, QUAL | 13F-HR | Jan 22, 2025 | 000108514625000407 | ||
113 | $250.73M | IVV, AGG, VUG, QUAL | 13F-HR | Oct 15, 2024 | 000108514624004879 | ||
118 | $235.07M | IVV, VUG, AGG, QUAL | 13F-HR | Jul 30, 2024 | 000196527124000003 | ||
123 | $225.83M | IVV, AGG, QUAL, DYNF | 13F-HR | May 7, 2024 | 000196527124000002 | ||
107 | $180.90M | IVV, IVE, IJH, DFAT | 13F-HR | Feb 7, 2024 | 000196527124000001 | ||
95 | $162.11M | IVV, IVE, IJH, DFAT | 13F-HR | Oct 19, 2023 | 000196527123000004 | ||
89 | $165.18M | IVV, IVE, IJH, VEA | 13F-HR | Jul 13, 2023 | 000196527123000003 | ||
80 | $147.94M | IVV, IVE, IJH, EFA | 13F-HR | May 11, 2023 | 000196527123000002 | ||
78 | $131.77M | IVV, IVE, IJH, EFA | 13F-HR | Feb 10, 2023 | 000196527123000001 |