MARIPAU WEALTH MANAGEMENT LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 31, 2024
Value $
$146M
Signature - Title
Kasey Cook - CHIEF COMPLIANCE OFFICER
Location
4509 Maplecrest Road, Fort Wayne, IN
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 148 $146M +$25.2M -$13.5M +$11.7M PSFF, SPLG, IVV, IUSB, QUAL 13F-HR 7/31/2024, 12:25 PM
Q1 2024 143 $133M +$23.5M -$11.5M +$12M PSFF, IVV, SPLG, IUSB, QUAL 13F-HR 5/14/2024, 01:10 PM
Q4 2023 109 $115M +$13.2M -$15.9M -$2.77M PSFF, IVV, SPLG, QUAL, IUSB 13F-HR 2/14/2024, 03:35 PM
Q3 2023 101 $109M +$13.7M -$13.2M +$532K PSFF, SPLG, IVV, IUSB, QUAL 13F-HR 11/15/2023, 02:56 PM
Q2 2023 100 $112M +$22.3M -$9.62M +$12.7M PSFF, IVV, SPLG, QUAL, IUSB 13F-HR 8/14/2023, 01:20 PM
Q1 2023 78 $96.2M +$2.49M -$4.71M -$2.21M PSFF, IVV, SPLG, ESGU, IUSB 13F-HR 6/7/2023, 11:59 AM
Q4 2022 79 $96.1M +$7.89M -$8.38M -$485K PSFF, IVV, SPLG, ESGU, IUSB 13F-HR 1/20/2023, 04:31 PM
Q3 2022 83 $92M +$15.3M -$9.31M +$5.96M PSFF, ESGU, IVV, SPLG, IUSB 13F-HR 11/4/2022, 12:29 PM
Q2 2022 72 $91.3M +$6.03M -$21.1M -$15.1M PSFF, ESGU, IVV, SPLG, GOVT 13F-HR 8/11/2022, 04:05 PM
Q1 2022 87 $110M +$17.2M -$6.04M +$11.2M PSFF, ESGU, IVV, SPLG, EFV 13F-HR 5/10/2022, 04:42 PM
Q4 2021 81 $104M $0 $0 PSFF, ESGU, IVV, SPLG, EFV 13F-HR 2/11/2022, 12:12 PM