Halpern Financial, Inc.
13F Portfolio Filings
- Most recent 13FQ3 2024
- Locationashburn, VA
- CIK0001994335
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
230 | $388.73M | IVE, IVV, USMV, SPDW | 13F-HR | Oct 4, 2024 | 000199433524000005 | ||
224 | $363.96M | IVE, IVV, USMV, SPDW | 13F-HR | Jul 9, 2024 | 000199433524000003 | ||
210 | $344.45M | IVE, IVV, USMV, SPDW | 13F-HR | Apr 9, 2024 | 000199433524000002 | ||
253 | $322.03M | IVE, USMV, IVV, SPDW | 13F-HR | Jan 19, 2024 | 000199433524000001 | ||
212 | $289.69M | IVE, USMV, IVV, SCHD | 13F-HR | Oct 10, 2023 | 000199433523000016 | ||
258 | $291.97M | IVE, USMV, IVV, IVW | 13F-HR | Sep 21, 2023 | 000199433523000015 | ||
180 | $278.10M | IVE, USMV, IVV, SCHD | 13F-HR | Sep 21, 2023 | 000199433523000014 | ||
197 | $272.79M | USMV, IVE, IVV, SCHD | 13F-HR | Sep 21, 2023 | 000199433523000013 | ||
217 | $252.64M | USMV, IVE, IVV, IVW | 13F-HR | Sep 21, 2023 | 000199433523000012 | ||
317 | $256.42M | USMV, IVE, IVV, IVW | 13F-HR | Sep 21, 2023 | 000199433523000011 | ||
224 | $271.16M | USMV, IVE, IVV, IVW | 13F-HR | Sep 21, 2023 | 000199433523000010 | ||
250 | $233.67M | USMV, IVE, IVW, IVV | 13F-HR | Sep 21, 2023 | 000199433523000009 | ||
262 | $215.76M | USMV, IVE, IVW, IVV | 13F-HR | Sep 21, 2023 | 000199433523000008 | ||
246 | $212.36M | USMV, IVE, FTEC, IVW | 13F-HR | Sep 21, 2023 | 000199433523000007 | ||
250 | $206.61M | USMV, IVE, FTEC, FHLC | 13F-HR | Sep 21, 2023 | 000199433523000006 | ||
204 | $192.32M | USMV, IVE, FTEC, FHLC | 13F-HR | Sep 21, 2023 | 000199433523000005 | ||
205 | $169.18M | USMV, IVE, FTEC, FHLC | 13F-HR | Sep 21, 2023 | 000199433523000004 | ||
176 | $150.84M | USMV, IVE, FHLC, FTEC | 13F-HR | Sep 21, 2023 | 000199433523000003 | ||
160 | $106.25M | USMV, IVE, FHLC, IVW | 13F-HR | Sep 21, 2023 | 000199433523000002 | ||
183 | $128.34M | USMV, IVE, IVV, FHLC | 13F-HR | Sep 21, 2023 | 000199433523000001 |