$115 Thousand is the total value of Wolff Financial Management LLC's 35 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2023 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 22 | Q2 2024 | 21.6% |
| INVESCO EXCHANGE TRADED FD T | 22 | Q2 2024 | 20.2% |
| VANGUARD SCOTTSDALE FDS | 22 | Q2 2024 | 16.1% |
| ISHARES TR | 22 | Q2 2024 | 11.0% |
| ISHARES TR | 22 | Q2 2024 | 9.0% |
| ISHARES TR | 22 | Q2 2024 | 6.5% |
| VANGUARD WORLD FDS | 22 | Q2 2024 | 4.8% |
| VANGUARD WORLD FDS | 22 | Q2 2024 | 2.8% |
| INVESCO EXCH TRADED FD TR II | 22 | Q2 2024 | 1.2% |
| MERCK & CO. INC | 22 | Q2 2024 | 1.2% |
View Wolff Financial Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-18 |
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-05-01 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-10-31 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-03 |
View Wolff Financial Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.