CogentBlue Wealth Advisors, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    knoxville, TN
  • CIK
    0002054047
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

67

$113.89 M
AVDV, VANGUARD SCOTTSDALE FDS, DUHP, ITOT
13F-HR
Apr 17, 2025
000108514625002141

60

$113.57 M
AVDV, ITOT, DUHP, VANGUARD SCOTTSDALE FDS
13F-HR
Feb 3, 2025
000108514625000675