13F Filings History of Treybourne Wealth Planners, Inc.

Latest 13F report
Q2 2021 - 29 Jul 2021
Value $
$161,578,000
Signature - Title
Martin Armbruster - President & CCO
Location
Greenwood, IN
Summary
This page shows a list of all the recent 13F filings made by Treybourne Wealth Planners, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Treybourne Wealth Planners, Inc. reported 47 stock holdings with total value $161,578,000 as of Q2 2021. Top holdings included SCHG, SCHV, VEA, FNDF, and SCHA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2021 47 $161,578,000 +$15,487,047 -$3,424,617 +$12,062,430 SCHG, SCHV, VEA, FNDF, SCHA 13F-HR 29 Jul 2021, 10:44
Q1 2021 42 $144,301,000 +$9,501,684 -$12,714,160 -$3,212,476 SCHG, SCHV, VEA, FNDF, SCHA 13F-HR 12 May 2021, 11:51
Q4 2020 43 $138,844,000 $0 $0 $0 SCHG, SCHV, VEA, FNDF, SCHA 13F-HR 08 Feb 2021, 15:06