Southern Wealth Management, LLP
CIK 1811579
13F portfolio (2023-Q1)
$258M
Positions
61
As reported on this filer's Form 13F for 2023-Q1, filed 2023-05-12. Long positions in SEC Section 13(f) securities; a lagged quarterly snapshot, filed up to 45 days after quarter-end. This filer has stopped filing 13F reports.
| 1 | IEFA | ISHARES TR |
| 2 | SCHC | SCHWAB STRATEGIC TR |
| 3 | VUG | VANGUARD INDEX FDS |
| 4 | IEMG | ISHARES INC |
| 5 | IWF | ISHARES TR |
Top holdings — weights and history with Pro
This 13F filer is outside the free plan's window — the 50 largest filers by portfolio value plus our curated roster of managers. It is in neither group. Unlock everything with Pro — $29.99/moSee it live on AAPL →