Notify me when DB Wealth Management Group, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2023 | 370 | $176,095,416 | +$40,584,048 | -$39,098,876 | +$1,485,172 | SPY, EFA, CGDV, VTI, IJH | 13F-HR | 09 Jan 2024, 08:53 |
| Q3 2023 | 372 | $158,483,254 | +$16,244,382 | -$14,895,335 | +$1,349,047 | RSP, EFA, CGDV, IJH, FV | 13F-HR | 09 Nov 2023, 09:50 |
| Q2 2023 | 362 | $163,274,875 | +$7,548,131 | -$8,050,501 | -$502,370 | RSP, FV, EFA, VTI, IJH | 13F-HR | 10 Aug 2023, 15:18 |
| Q1 2023 | 358 | $158,491,030 | +$1,324,983 | -$1,198,491 | +$126,492 | RSP, FV, EFA, HDV, VTI | 13F-HR | 12 May 2023, 10:06 |
| Q4 2022 | 354 | $154,365,178 | +$30,580,283 | -$27,018,386 | +$3,561,897 | RSP, FV, EFA, HDV, DIA | 13F-HR | 13 Feb 2023, 12:10 |
| Q3 2022 | 290 | $140,114,000 | +$8,184,641 | -$7,544,097 | +$640,544 | RSP, FV, HEFA, HDV, IJH | 13F-HR | 09 Nov 2022, 10:52 |
| Q2 2022 | 291 | $146,715,000 | +$24,976,085 | -$19,801,827 | +$5,174,258 | RSP, FV, HEFA, HDV, IJH | 13F-HR | 11 Aug 2022, 11:47 |
| Q1 2022 | 312 | $165,894,000 | +$35,782,096 | -$28,793,453 | +$6,988,643 | RSP, QQQ, HEFA, VTI, IJH | 13F-HR | 12 May 2022, 14:06 |
| Q4 2021 | 353 | $169,017,000 | +$14,077,735 | -$11,385,959 | +$2,691,776 | VTI, QQQ, PKW, HEFA, IJH | 13F-HR | 09 Feb 2022, 14:18 |
| Q3 2021 | 344 | $155,223,000 | +$5,543,096 | -$4,727,914 | +$815,182 | VTI, QQQ, EFA, PKW, IJH | 13F-HR | 10 Nov 2021, 15:50 |
| Q2 2021 | 342 | $156,215,000 | +$22,213,404 | -$15,461,160 | +$6,752,244 | VTI, QQQ, EFA, CWB, PKW | 13F-HR | 04 Aug 2021, 09:22 |
| Q1 2021 | 364 | $145,929,000 | +$8,502,037 | -$4,926,249 | +$3,575,788 | VTI, QQQ, CWB, EFA, SPY | 13F-HR | 06 May 2021, 11:12 |
| Q4 2020 | 355 | $135,635,000 | $0 | $0 | $0 | VTI, QQQ, CWB, EFA, SPY | 13F-HR | 03 Feb 2021, 11:37 |