Stapp Wealth Management, Pllc

Q2 2023 13F Holdings Report, Stock Holdings

Signature - Title
Rebecca Stapp - CCO
Location
Olympia, WA
Holdings as of
30 Jun 2023
Value $
$50.5M
Num holdings
23
Date filed
25 Jul 2023, 16:38
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included USFR, TOTL, GLDM, SGOL, and TYA.
Previous filing
Q1 2023 - 21 Apr 2023
Next filing
Q3 2023 - 14 Nov 2023
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2023 Q2 compared to 2023 Q1 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
REBECCA STAPP CCO Olympia, Washington 25 Jul 2023