Treybourne Wealth Planners, Inc.

13F Filings History

Latest 13F report: Q2 2021 - Jul 29, 2021
Value $: $162M
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 $162M as of Q2 2021. Top holdings included SCHG, SCHV, VEA, FNDF, and SCHA.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q2 2021	47	$162M	+$15.5M	-$3.42M	+$12.1M	SCHG, SCHV, VEA, FNDF, SCHA	13F-HR	7/29/2021, 10:44 AM
Q1 2021	42	$144M	+$9.5M	-$12.7M	-$3.21M	SCHG, SCHV, VEA, FNDF, SCHA	13F-HR	5/12/2021, 11:51 AM
Q4 2020	43	$139M	$0	$0		SCHG, SCHV, VEA, FNDF, SCHA	13F-HR	2/8/2021, 03:06 PM