Custom Portfolio Group LLC
CIK 2034330
13F portfolio (2024-Q2)
$127M
Positions
236
As reported on this filer's Form 13F for 2024-Q2, filed 2024-08-27. 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 | SGOV | ISHARES TR |
| 2 | — | Vanguard S&P 500 ETF SHS |
| 3 | SCHB | SCHWAB STRATEGIC TR |
| 4 | IAU | ISHARES GOLD TR |
| 5 | VGSH | VANGUARD SHORT-TERM TREASURY ETF |
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 →