Strategies Wealth Advisors, LLC

Q2 2022 13F Holdings Report, Stock Holdings

Signature - Title
Bobbi Jo Blanton - Chief Operations Officer
Location
Grand Rapids, MI
Holdings as of
30 Jun 2022
Value $
$349M
Num holdings
84
Filing time
27 Jun 2023, 08:37:30 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included VUG, VTV, IEFA, DGRO, and QUAL.
Previous filing
Q1 2022 - 27 Jun 2023
Next filing
Q4 2022 - 27 Jun 2023
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2022 Q2 compared to 2022 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
Bobbi Jo Blanton Chief Operations Officer Grand Rapids, Michigan 27 Jun 2023