ENZI WEALTH

13F Filings History

Latest 13F report
Q3 2024 - Oct 15, 2024
Value $
$256M
Signature - Title
Teresa Douberly - Compliance Consultant
Location
Austin, TX
Summary
This page shows a list of all the recent 13F filings made by ENZI WEALTH. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ENZI WEALTH reported 71 stock holdings with total value $256M as of Q3 2024. Top holdings included JHMM, IVV, IQLT, IJR, and XOM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 71 $256M +$17.9M -$4.91M +$13M JHMM, IVV, IQLT, IJR, XOM 13F-HR 10/15/2024, 02:41 PM
Q2 2024 62 $227M +$7.59M -$2.26M +$5.33M JHMM, IVV, IQLT, IJR, XOM 13F-HR 7/22/2024, 01:34 PM
Q1 2024 59 $213M +$5.34M -$5.89M -$547K JHMM, IVV, IQLT, XOM, IJR 13F-HR 4/16/2024, 12:16 PM
Q4 2023 58 $206M +$15.7M -$17.6M -$1.8M JHMM, IVV, IQLT, IJR, XOM 13F-HR 2/14/2024, 12:12 PM
Q3 2023 50 $188M +$13.1M -$11M +$2.14M JHMM, IVV, XOM, IJR, IQLT 13F-HR 10/16/2023, 12:10 PM
Q2 2023 58 $197M +$21M -$31M -$10M JHMM, IVV, IJR, IQLT, XOM 13F-HR 7/14/2023, 12:28 PM
Q1 2023 65 $195M +$30M -$46.9M -$16.9M IVV, JHMM, IQLT, XOM, IJR 13F-HR 4/18/2023, 11:31 AM
Q4 2022 69 $207M +$10.8M -$8.72M +$2.1M IVV, IQLT, JHMM, XOM, IJH 13F-HR 1/25/2023, 02:03 PM
Q3 2022 70 $183M $0 $0 IVV, IQLT, IJH, JHMM, IJR 13F-HR 11/14/2022, 02:36 PM