Selective Wealth Management, Inc.

Q2 2023 13F Holdings Report, Stock Holdings

Signature - Title
Josh Standeven - CCO
Location
Forest, VA
Holdings as of
June 30, 2023
Value $
$200M
Num holdings
118
Date filed
7/11/2023, 03:33 PM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included VOO, WCLD, META, BABA, and CRM.
Previous filing
Q4 2022 - Jan 23, 2023
Filing 2023 Q2 compared to 2022 Q4 by default.
* 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
Josh Standeven CCO Lynchburg, Virginia 7/11/2023