Notify me when Dechtman Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 65 | $517,428,020 | +$110,798,221 | -$47,326,518 | +$63,471,703 | IVV, VOO, SCHG, CGDV, VO | 13F-HR | 11 Feb 2025, 18:04 |
| Q3 2024 | 64 | $488,642,149 | +$32,059,846 | -$18,159,127 | +$13,900,719 | IVV, VOO, CGDV, SCHG, VO | 13F-HR | 30 Oct 2024, 17:40 |
| Q2 2024 | 61 | $447,406,336 | +$54,729,109 | -$45,394,418 | +$9,334,691 | IVV, VOO, CGDV, SCHG, QQQM | 13F-HR | 29 Jul 2024, 13:33 |
| Q1 2024 | 63 | $428,603,439 | +$27,867,735 | -$10,862,552 | +$17,005,183 | IVV, VOO, SCHG, SCHD, VO | Restatement | 24 Apr 2024, 10:41 |
| Q4 2023 | 56 | $380,230,000 | +$45,550,525 | -$40,186,117 | +$5,364,408 | IVV, VOO, SCHD, SCHG, VO | 13F-HR | 19 Jan 2024, 16:14 |
| Q3 2023 | 52 | $337,642,000 | +$23,696,162 | -$9,211,632 | +$14,484,530 | IVV, SCHD, VOO, SCHG, IQLT | 13F-HR | 16 Oct 2023, 12:48 |
| Q2 2023 | 52 | $335,834,599 | $0 | $0 | $0 | IVV, SCHD, VOO, SCHG, IJR | 13F-HR | 08 Sep 2023, 18:34 |