Novak Financial Planning, LLC

13F Filings History

Latest 13F report: Q2 2021 - Jul 21, 2021
Value $: $204M
Signature - Title: File13F.com - Agent
Location: Bel Air, MD
Summary: This page shows a list of all the recent 13F filings made by Novak Financial Planning, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Novak Financial Planning, LLC reported 121 stock holdings with total value $204M as of Q2 2021. Top holdings included VTI, QQQ, GLD, ICSH, and BIV.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q2 2021	121	$204M	+$20.9M	-$7.1M	+$13.8M	VTI, QQQ, GLD, ICSH, BIV	13F-HR	7/20/2021, 07:44 PM
Q1 2021	114	$182M	+$9.69M	-$3.58M	+$6.12M	GLD, QQQ, BIV, ICSH, VIG	13F-HR	4/9/2021, 01:03 PM
Q4 2020	112	$170M	$0	$0		GLD, QQQ, BIV, ICSH, VIG	13F-HR	2/1/2021, 07:17 PM