13F Filings History of Transparent Wealth Partners LLC

Latest 13F report
Q1 2023 - 13 Apr 2023
Value $
$136,816,213
Signature - Title
David K. Meador - CHIEF COMPLIANCE OFFICER
Location
Little Rock, AR
Summary
This page shows a list of all the recent 13F filings made by Transparent Wealth Partners LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Transparent Wealth Partners LLC reported 32 stock holdings with total value $136,816,213 as of Q1 2023. Top holdings included VIG, SCHG, RSP, IJR, and BSCO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q1 2023 32 $136,816,213 +$3,276,591 -$582,610 +$2,693,981 VIG, SCHG, RSP, IJR, BSCO 13F-HR 13 Apr 2023, 10:53
Q4 2022 31 $127,804,631 +$7,833,853 -$7,914,958 -$81,105 VIG, SCHG, RSP, IJR, BSCO 13F-HR 25 Jan 2023, 13:27
Q3 2022 30 $118,726,000 +$18,373,700 -$7,367,453 +$11,006,247 VIG, SCHG, IJR, RSP, BSCO 13F-HR 10 Nov 2022, 11:06
Q2 2022 27 $113,245,000 +$104,557,044 -$102,969,616 +$1,587,428 VIG, SCHG, IJR, RSP, MGV 13F-HR 12 Aug 2022, 18:08
Q1 2022 39 $118,477,000 +$107,993,081 -$120,644,848 -$12,651,767 IVV, SPY, VT, IEFA, VEU 13F-HR 13 Apr 2022, 16:43
Q4 2021 28 $133,134,000 $0 $0 $0 VIG, SCHG, IJR, VO, AGG 13F-HR 14 Feb 2022, 20:25