Carlsbad Wealth Advisory Group, Inc.
CIK 1987600
13F portfolio (2023-Q2)
$155M
Positions
45
As reported on this filer's Form 13F for 2023-Q2, filed 2023-07-27. 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 | SCHX | SCHWAB U.S. LARGE-CAP ETF |
| 2 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF |
| 3 | SCHV | SCHWAB STRATEGIC TR |
| 4 | VEA | VANGUARD TAX-MANAGED FDS |
| 5 | SCHP | SCHWAB STRATEGIC TR |
Top holdings — weights and history with Pro
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