13F Filings History of REFRAME WEALTH, LLC
- Latest 13F filing
- Q4 2022 - 30 Mar 2023
- Latest reported 13F value
- $260,156,692
- Largest 13F holdings
- SPYG IWM SLYG MUB IJK EFA IWV IWN VTI VEU IWD SCZ
+8 more
IWF IWO IEMG EEM IVV IWP VNQI SPY - Form 13F summary
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- REFRAME WEALTH, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- REFRAME WEALTH, LLC reported 61 equity holdings with a total reported market value of $260,156,692 for Q4 2022. Top reported holdings included SPYG, IWM, SLYG, MUB, and IJK.
- Manager signature
- Jessica L. Doll - Chief Compliance Officer
- Manager location
- Fairfax, VA
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q4 2022
Latest value
$260,156,692
Quarter delta
n/a
Accepted
30 Mar 2023, 14:39
Rows shown
1-1 of 1
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q4 2022 | 61 | $260,156,692 | $0 | $0 | $0 | SPYG, IWM, SLYG, MUB, IJK | 13F-HR | 30 Mar 2023, 14:39 |