Abound Wealth Management

Q4 2021 13F Holdings Report, Stock Holdings

Signature - Title
Bo Hanson - Chief Compliance Officer
Location
Franklin, TN
Holdings as of
31 Dec 2021
Value $
$127,310,260
Num holdings
106
Filing time
12 Aug 2024, 09:49:32 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included AGG, IJR, SCHX, VEA, and IEMG.
Next filing
Q1 2022 - 12 Aug 2024
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Bo Hanson Chief Compliance Officer Franklin, Tennessee 08 Aug 2024