Notify me when Cassady Schiller Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 1,142 | $272,597,356 | +$21,587,584 | -$13,732,127 | +$7,855,457 | VTV, VUG, VOO, PG, VOE | 13F-HR | 10 Feb 2025, 16:36 |
| Q3 2024 | 463 | $273,311,285 | +$18,684,440 | -$4,344,588 | +$14,339,852 | VTV, VUG, VOO, PG, SCHWAB CHARLES FAMILY FD | 13F-HR | 06 Nov 2024, 15:35 |
| Q2 2024 | 467 | $246,145,035 | +$28,475,839 | -$7,127,118 | +$21,348,721 | VTV, VOO, VUG, PG, SCHWAB CHARLES FAMILY FD | 13F-HR | 12 Aug 2024, 14:24 |
| Q1 2024 | 494 | $223,895,497 | +$13,773,472 | -$4,457,396 | +$9,316,076 | VTV, VOO, VUG, PG, VOE | 13F-HR | 13 May 2024, 11:12 |
| Q4 2023 | 436 | $199,087,804 | +$10,077,618 | -$9,391,681 | +$685,937 | VTV, VOO, PG, VUG, NEAR | 13F-HR | 09 Feb 2024, 15:38 |
| Q3 2023 | 450 | $180,355,602 | +$6,678,910 | -$3,778,177 | +$2,900,733 | VTV, VOO, PG, VUG, VOE | 13F-HR | 09 Nov 2023, 11:19 |
| Q2 2023 | 467 | $182,253,060 | +$5,640,284 | -$36,573,374 | -$30,933,090 | VTV, PG, VOO, VUG, AAPL | 13F-HR | 10 Aug 2023, 13:46 |
| Q1 2023 | 461 | $212,371,040 | +$51,681,860 | -$5,853,268 | +$45,828,592 | CINF, VTV, PG, VOO, VUG | 13F-HR | 12 May 2023, 15:08 |
| Q4 2022 | 470 | $162,560,811 | +$21,926,701 | -$50,170,402 | -$28,243,701 | VTV, PG, VOO, USB, VUG | Restatement | 16 May 2023, 10:06 |
| Q3 2022 | 104 | $173,244,000 | +$9,197,778 | -$6,584,289 | +$2,613,489 | CINF, VTV, PG, VOO, VUG | 13F-HR | 09 Nov 2022, 10:08 |
| Q2 2022 | 103 | $190,135,000 | +$17,240,839 | -$7,654,620 | +$9,586,219 | CINF, VTV, PG, VOO, VUG | 13F-HR | 11 Aug 2022, 11:38 |
| Q1 2022 | 110 | $207,613,000 | +$70,296,743 | -$19,302,953 | +$50,993,790 | CINF, PG, VTV, VUG, VOO | 13F-HR | 12 May 2022, 13:10 |
| Q4 2021 | 539 | $166,059,000 | $0 | $0 | $0 | PG, VTV, VUG, VOO, USB | 13F-HR | 09 Feb 2022, 11:19 |