WT Wealth Management

13F Portfolio Filings

Latest 13F report
Q4 2023 - Feb 8, 2024
Value $
$253M
Signature - Title
Ryan Stuart - Business Director
Location
813 N Beaver St, Flagstaff, AZ
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2023 109 $253M +$66.7M -$61.1M +$5.56M SCHB, CSHI, USFR, SGOL, SHY 13F-HR 2/8/2024, 04:58 PM
Q3 2023 104 $233M +$41.4M -$43.9M -$2.56M SCHB, USFR, SGOL, VRIG, CSHI 13F-HR 12/4/2023, 04:30 PM
Q2 2023 99 $241M +$73.8M -$70M +$3.79M SCHB, USFR, VRIG, ULST, BIL 13F-HR 7/25/2023, 05:11 PM
Q1 2023 106 $231M +$46M -$26.4M +$19.5M USFR, SCHB, SPSB, SPLV, SGOV 13F-HR 4/19/2023, 06:08 PM
Q4 2022 94 $206M +$50.9M -$41.8M +$9.07M USFR, SCHB, SPSB, SPLV, SPXUXXXX 13F-HR 1/19/2023, 07:28 PM
Q3 2022 89 $199M +$59.6M -$50.3M +$9.38M SPXUXXXX, SCHB, USFR, CMDY, SPLV 13F-HR 10/20/2022, 01:38 PM
Q2 2022 103 $203M +$43.5M -$63.2M -$19.7M SCHB, USIG, SCHF, VFVA, FTSM 13F-HR 7/25/2022, 07:16 PM
Q1 2022 118 $260M +$33.8M -$14.9M +$18.9M SCHB, USIG, SCHF, VFVA, ICSH 13F-HR 5/6/2022, 02:00 PM
Q4 2021 123 $273M +$36.5M -$34.7M +$1.85M SCHB, USIG, SCHF, VFVA, ICSH 13F-HR 1/19/2022, 04:26 PM
Q3 2021 122 $259M +$24.9M -$9.64M +$15.2M SCHB, USIG, SCHF, ICSH, SPLV 13F-HR 10/15/2021, 01:40 PM
Q2 2021 124 $247M +$26.6M -$9.62M +$17M SCHB, USIG, SCHF, ICSH, SJNK 13F-HR 7/19/2021, 03:33 PM
Q1 2021 121 $216M +$52.3M -$22.3M +$29.9M SCHB, USIG, SCHF, ICSH, SJNK 13F-HR 4/28/2021, 05:50 PM
Q4 2020 110 $183M +$35.8M -$16.5M +$19.3M SCHB, SCHF, ICSH, SJNK, USIG 13F-HR 1/29/2021, 05:55 PM
Q3 2020 105 $151M +$40M -$21.3M +$18.7M SCHB, SCHF, ICSH, USMV, SPLV 13F-HR 10/30/2020, 08:10 AM
Q2 2020 86 $124M +$18.9M -$5.43M +$13.5M SCHB, SCHO, SCHF, USMV, SPLV 13F-HR 8/3/2020, 08:00 PM
Q1 2020 65 $94.9M +$7.84M -$28.8M -$20.9M SCHB, SCHO, SCHF, USMV, SPLV 13F-HR 5/13/2020, 09:21 AM
Q4 2019 90 $132M +$17.8M -$5.01M +$12.8M SCHB, SCHF, SCHO, USMV, SPLV 13F-HR 1/27/2020, 05:21 PM
Q3 2019 83 $115M $0 $0 SCHB, SCHF, SCHO, USMV, SPLV 13F-HR 11/6/2019, 04:07 PM