13F Filings History of Novak Financial Planning, LLC

Latest 13F report
Q2 2021 - 21 Jul 2021
Value $
$204,300,000
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 $204,300,000 as of Q2 2021. Top holdings included VTI, QQQ, GLD, ICSH, and BIV.

Notify me when Novak Financial Planning, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2021 121 $204,300,000 +$20,871,834 -$7,097,313 +$13,774,521 VTI, QQQ, GLD, ICSH, BIV 13F-HR 20 Jul 2021, 19:44
Q1 2021 114 $182,108,000 +$9,693,209 -$3,575,564 +$6,117,645 GLD, QQQ, BIV, ICSH, VIG 13F-HR 09 Apr 2021, 13:03
Q4 2020 112 $169,886,000 $0 $0 $0 GLD, QQQ, BIV, ICSH, VIG 13F-HR 01 Feb 2021, 19:17