$237 Million is the total value of PBMares Wealth Management LLC's 159 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 13.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DFAC | Buy | DIMENSIONAL ETF TRUSTus core equity 2 | $26,856,000 | +40.4% | 927,018 | +28.7% | 11.35% | +24.5% |
| DFAT | Buy | DIMENSIONAL ETF TRUSTus targeted vlu | $17,782,000 | +8.5% | 374,204 | +1.4% | 7.51% | -3.8% |
| DFAU | Buy | DIMENSIONAL ETF TRUSTus core eqt mkt | $12,649,000 | +22.8% | 383,307 | +12.1% | 5.34% | +8.9% |
| Buy | DIMENSIONAL ETF TRUSTinternatnal val | $12,290,000 | +0.7% | 374,463 | +0.5% | 5.19% | -10.7% | |
| DFUS | Sell | DIMENSIONAL ETF TRUSTus equity etf | $9,708,000 | +7.6% | 187,768 | -1.9% | 4.10% | -4.6% |
| DFAI | Buy | DIMENSIONAL ETF TRUSTintl core eqt mk | $8,633,000 | +25.5% | 291,962 | +22.7% | 3.65% | +11.3% |
| Buy | DIMENSIONAL ETF TRUSTworld ex us core | $7,654,000 | +3.8% | 293,158 | +2.9% | 3.23% | -8.0% | |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $7,328,000 | -0.1% | 133,451 | -0.4% | 3.10% | -11.4% |
| DFAS | Buy | DIMENSIONAL ETF TRUSTus small cap etf | $6,557,000 | +12.7% | 109,299 | +8.0% | 2.77% | -0.1% |
| XOM | Buy | EXXON MOBIL CORP | $6,098,000 | +5.5% | 99,659 | +1.4% | 2.58% | -6.4% |
| AAPL | Buy | APPLE INC | $5,962,000 | +26.3% | 33,576 | +0.7% | 2.52% | +12.0% |
| New | DIMENSIONAL ETF TRUSTshort duration f | $5,533,000 | – | 110,664 | +100.0% | 2.34% | – | |
| MSFT | Buy | MICROSOFT CORP | $3,287,000 | +46.3% | 9,775 | +22.7% | 1.39% | +29.7% |
| DHS | Sell | WISDOMTREE TRus high dividend | $3,091,000 | +6.4% | 37,444 | -0.8% | 1.31% | -5.6% |
| STLD | STEEL DYNAMICS INC | $2,909,000 | +6.2% | 46,862 | 0.0% | 1.23% | -5.9% | |
| ENPH | Buy | ENPHASE ENERGY INC | $2,478,000 | +31.5% | 13,548 | +7.8% | 1.05% | +16.6% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $2,295,000 | +5.8% | 12,830 | +0.1% | 0.97% | -6.2% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $2,105,000 | +8.8% | 14,308 | +0.1% | 0.89% | -3.5% |
| DFAE | Sell | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $2,038,000 | -48.7% | 74,493 | -48.9% | 0.86% | -54.5% |
| HD | Buy | HOME DEPOT INC | $1,785,000 | +26.4% | 4,302 | +0.0% | 0.75% | +12.0% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $1,711,000 | +81.6% | 3,588 | +64.1% | 0.72% | +61.0% |
| PM | Sell | PHILIP MORRIS INTL INC | $1,688,000 | -1.8% | 17,765 | -2.0% | 0.71% | -12.9% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $1,680,000 | +6.7% | 4,341 | -0.8% | 0.71% | -5.5% |
| ORCL | Buy | ORACLE CORP | $1,675,000 | +4.4% | 19,210 | +4.4% | 0.71% | -7.5% |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $1,597,000 | +1.3% | 15,286 | -2.3% | 0.68% | -10.1% |
| JNJ | Sell | JOHNSON & JOHNSON | $1,559,000 | +5.4% | 9,113 | -0.5% | 0.66% | -6.5% |
| TOWN | Buy | TOWNEBANK PORTSMOUTH VA | $1,502,000 | +1.6% | 47,554 | +0.1% | 0.64% | -9.8% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $1,452,000 | -0.8% | 19,872 | +1.1% | 0.61% | -11.9% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $1,414,000 | +9.9% | 3,555 | -1.1% | 0.60% | -2.4% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $1,399,000 | -58.2% | 16,509 | -57.9% | 0.59% | -63.0% |
| AMZN | Buy | AMAZON COM INC | $1,397,000 | +15.8% | 419 | +14.2% | 0.59% | +2.6% |
| PFE | Buy | PFIZER INC | $1,348,000 | +44.0% | 22,822 | +4.8% | 0.57% | +27.8% |
| STIP | Buy | ISHARES TR0-5 yr tips etf | $1,341,000 | +10.9% | 12,664 | +10.6% | 0.57% | -1.6% |
| MRK | Buy | MERCK & CO INC | $1,293,000 | +4.0% | 16,868 | +1.9% | 0.55% | -7.8% |
| LMT | Buy | LOCKHEED MARTIN CORP | $1,288,000 | +3.7% | 3,624 | +0.7% | 0.54% | -8.1% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,222,000 | +25.6% | 7,468 | +7.3% | 0.52% | +11.2% |
| D | Sell | DOMINION ENERGY INC | $1,213,000 | +5.6% | 15,444 | -1.9% | 0.51% | -6.4% |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $1,209,000 | -2.7% | 13,802 | -0.7% | 0.51% | -13.7% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $1,200,000 | +74.4% | 2,526 | +57.5% | 0.51% | +54.6% |
| UNH | UNITEDHEALTH GROUP INC | $1,200,000 | +28.5% | 2,390 | 0.0% | 0.51% | +13.9% | |
| DIS | Buy | DISNEY WALT CO | $1,194,000 | -1.2% | 7,706 | +7.9% | 0.50% | -12.3% |
| IAU | Sell | ISHARES GOLD TRishares new | $1,163,000 | -5.1% | 33,400 | -9.0% | 0.49% | -15.9% |
| BAC | Sell | BK OF AMERICA CORP | $1,159,000 | +1.7% | 26,055 | -3.0% | 0.49% | -9.8% |
| WMT | Buy | WALMART INC | $1,141,000 | +6.3% | 7,885 | +2.4% | 0.48% | -5.7% |
| CSX | Buy | CSX CORP | $1,138,000 | +28.3% | 30,267 | +1.5% | 0.48% | +13.7% |
| SPY | Sell | SPDR S&P 500 ETF TRput | $1,034,000 | +3592.9% | 2,400 | -33.3% | 0.44% | +3261.5% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $1,019,000 | +0.2% | 7,625 | +4.1% | 0.43% | -11.1% |
| ADBE | ADOBE SYSTEMS INCORPORATED | $995,000 | -1.5% | 1,755 | 0.0% | 0.42% | -12.7% | |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $971,000 | +13.8% | 4,021 | +4.6% | 0.41% | +0.7% |
| JPM | JPMORGAN CHASE & CO | $960,000 | -3.2% | 6,061 | 0.0% | 0.41% | -14.2% | |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $956,000 | -3.1% | 4,483 | +0.0% | 0.40% | -14.0% |
| ATRI | ATRION CORP | $952,000 | +1.1% | 1,350 | 0.0% | 0.40% | -10.5% | |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $943,000 | +0.3% | 7,041 | +0.1% | 0.40% | -11.2% |
| OPOF | OLD POINT FINL CORP | $896,000 | +6.2% | 39,348 | 0.0% | 0.38% | -5.7% | |
| AKAM | AKAMAI TECHNOLOGIES INC | $895,000 | +11.9% | 7,646 | 0.0% | 0.38% | -0.8% | |
| CMCSA | COMCAST CORP NEWcl a | $889,000 | -10.0% | 17,658 | 0.0% | 0.38% | -20.2% | |
| EFV | Sell | ISHARES TReafe value etf | $836,000 | -1.4% | 16,594 | -0.5% | 0.35% | -12.6% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $836,000 | -0.1% | 16,092 | +3.8% | 0.35% | -11.5% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $834,000 | +13.3% | 12,573 | -0.6% | 0.35% | +0.3% |
| HYD | Buy | VANECK ETF TRUSThigh yld munietf | $822,000 | +9.0% | 13,169 | +9.1% | 0.35% | -3.3% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $821,000 | +9.6% | 2,746 | 0.0% | 0.35% | -2.8% | |
| FB | Sell | META PLATFORMS INCcl a | $813,000 | -17.4% | 2,417 | -16.6% | 0.34% | -26.7% |
| ISTB | Sell | ISHARES TRcore 1 5 yr usd | $809,000 | -9.7% | 16,046 | -8.5% | 0.34% | -19.9% |
| IEMG | Buy | ISHARES INCcore msci emkt | $801,000 | +5.1% | 13,379 | +8.5% | 0.34% | -6.9% |
| HON | Sell | HONEYWELL INTL INC | $783,000 | -3.1% | 3,756 | -1.3% | 0.33% | -14.0% |
| V | VISA INC | $776,000 | -2.8% | 3,582 | 0.0% | 0.33% | -13.7% | |
| OEF | Buy | ISHARES TRs&p 100 etf | $762,000 | +10.9% | 3,480 | +0.1% | 0.32% | -1.5% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $759,000 | +10.5% | 262 | +1.9% | 0.32% | -1.8% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $751,000 | +17.7% | 6,475 | +3.2% | 0.32% | +4.3% |
| TSLA | Sell | TESLA INC | $718,000 | +36.0% | 679 | -0.3% | 0.30% | +20.2% |
| COF | CAPITAL ONE FINL CORP | $714,000 | -10.4% | 4,920 | 0.0% | 0.30% | -20.5% | |
| MO | Sell | ALTRIA GROUP INC | $693,000 | -1.3% | 14,619 | -5.2% | 0.29% | -12.5% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $681,000 | -4.5% | 6,370 | -12.1% | 0.29% | -15.3% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $675,000 | +71.3% | 2,208 | +53.8% | 0.28% | +51.6% |
| PEP | Buy | PEPSICO INC | $667,000 | +17.6% | 3,840 | +1.8% | 0.28% | +4.4% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $665,000 | +9.4% | 3,011 | -0.6% | 0.28% | -3.1% |
| MAR | MARRIOTT INTL INC NEWcl a | $660,000 | +11.5% | 3,997 | 0.0% | 0.28% | -1.1% | |
| MCD | Buy | MCDONALDS CORP | $629,000 | +16.9% | 2,347 | +5.1% | 0.27% | +3.9% |
| DE | DEERE & CO | $628,000 | +2.3% | 1,832 | 0.0% | 0.26% | -9.6% | |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $619,000 | -12.7% | 2,111 | -12.5% | 0.26% | -22.5% |
| MKC | MCCORMICK & CO INC | $618,000 | +19.1% | 6,400 | 0.0% | 0.26% | +5.7% | |
| CVX | Buy | CHEVRON CORP NEW | $586,000 | +16.0% | 4,990 | +0.2% | 0.25% | +2.9% |
| ADP | AUTOMATIC DATA PROCESSING IN | $585,000 | +23.4% | 2,371 | 0.0% | 0.25% | +9.3% | |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $585,000 | +13.4% | 1,277 | -0.6% | 0.25% | +0.4% |
| TMO | THERMO FISHER SCIENTIFIC INC | $581,000 | +16.9% | 870 | 0.0% | 0.25% | +3.8% | |
| DVY | Buy | ISHARES TRselect divid etf | $579,000 | +10.7% | 4,725 | +3.6% | 0.24% | -1.6% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $579,000 | +3.9% | 5,055 | -1.0% | 0.24% | -7.5% |
| EFA | Buy | ISHARES TRmsci eafe etf | $565,000 | +1.6% | 7,181 | +0.7% | 0.24% | -9.8% |
| LLY | LILLY ELI & CO | $522,000 | +19.7% | 1,889 | 0.0% | 0.22% | +6.2% | |
| BX | Sell | BLACKSTONE INC | $518,000 | +7.2% | 4,004 | -3.5% | 0.22% | -4.8% |
| COST | COSTCO WHSL CORP NEW | $511,000 | +26.2% | 900 | 0.0% | 0.22% | +11.9% | |
| GOOG | Buy | ALPHABET INCcap stk cl c | $512,000 | +11.8% | 177 | +2.9% | 0.22% | -0.9% |
| SUB | Sell | ISHARES TRshrt nat mun etf | $503,000 | -1.2% | 4,683 | -0.9% | 0.21% | -12.3% |
| EMLP | Buy | FIRST TR EXCHANGE-TRADED FDno amer energy | $489,000 | +9.2% | 19,595 | +3.6% | 0.21% | -3.3% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $488,000 | +8.7% | 2,840 | -2.7% | 0.21% | -3.7% |
| NSC | NORFOLK SOUTHN CORP | $487,000 | +24.6% | 1,635 | 0.0% | 0.21% | +10.8% | |
| CSCO | Buy | CISCO SYS INC | $478,000 | +16.3% | 7,544 | +0.0% | 0.20% | +3.1% |
| TXN | TEXAS INSTRS INC | $477,000 | -1.9% | 2,529 | 0.0% | 0.20% | -12.9% | |
| IEFA | Sell | ISHARES TRcore msci eafe | $472,000 | -24.7% | 6,318 | -25.2% | 0.20% | -33.4% |
| XLK | SELECT SECTOR SPDR TRtechnology | $460,000 | +16.5% | 2,648 | 0.0% | 0.19% | +3.2% | |
| RPV | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 pur val | $454,000 | +9.4% | 5,620 | +2.6% | 0.19% | -3.0% |
| ANTM | Sell | ANTHEM INC | $432,000 | +8.0% | 932 | -13.2% | 0.18% | -4.2% |
| VEA | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $418,000 | +1.2% | 8,182 | 0.0% | 0.18% | -10.2% | |
| UNP | Sell | UNION PAC CORP | $393,000 | +5.9% | 1,560 | -17.5% | 0.17% | -6.2% |
| SBUX | Buy | STARBUCKS CORP | $391,000 | +6.0% | 3,343 | +0.1% | 0.16% | -6.2% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $391,000 | +11.7% | 6,221 | +11.3% | 0.16% | -1.2% |
| MA | MASTERCARD INCORPORATEDcl a | $387,000 | +3.5% | 1,077 | 0.0% | 0.16% | -7.9% | |
| LOW | LOWES COS INC | $384,000 | +27.6% | 1,486 | 0.0% | 0.16% | +13.3% | |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $380,000 | +13.8% | 1,184 | +2.8% | 0.16% | +1.3% |
| IWR | ISHARES TRrus mid cap etf | $378,000 | +6.2% | 4,553 | 0.0% | 0.16% | -5.9% | |
| DUK | Buy | DUKE ENERGY CORP NEW | $379,000 | +16.3% | 3,617 | +8.4% | 0.16% | +3.2% |
| GSSC | GOLDMAN SACHS ETF TRactivebeta us | $369,000 | +5.7% | 5,543 | 0.0% | 0.16% | -6.0% | |
| SO | New | SOUTHERN CO | $361,000 | – | 5,265 | +100.0% | 0.15% | – |
| QCOM | QUALCOMM INC | $361,000 | +42.1% | 1,973 | 0.0% | 0.15% | +26.4% | |
| RTX | RAYTHEON TECHNOLOGIES CORP | $354,000 | +0.3% | 4,111 | 0.0% | 0.15% | -10.7% | |
| NEE | Sell | NEXTERA ENERGY INC | $356,000 | +17.9% | 3,809 | -0.9% | 0.15% | +4.2% |
| IWB | Buy | ISHARES TRrus 1000 etf | $343,000 | +9.6% | 1,298 | +0.1% | 0.14% | -2.7% |
| INTC | Buy | INTEL CORP | $340,000 | +42.3% | 6,594 | +47.2% | 0.14% | +26.3% |
| IWM | ISHARES TRrussell 2000 etf | $325,000 | +1.9% | 1,460 | 0.0% | 0.14% | -9.9% | |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $323,000 | +0.3% | 6,619 | +3.5% | 0.14% | -11.1% |
| IUSV | Sell | ISHARES TRcore s&p us vlu | $321,000 | -18.1% | 4,209 | -23.8% | 0.14% | -27.3% |
| TFC | Sell | TRUIST FINL CORP | $318,000 | 0.0% | 5,426 | -0.0% | 0.13% | -11.8% |
| DHR | DANAHER CORPORATION | $312,000 | +8.0% | 949 | 0.0% | 0.13% | -4.3% | |
| WFC | Sell | WELLS FARGO CO NEW | $313,000 | -2.8% | 6,514 | -6.0% | 0.13% | -13.7% |
| IWD | New | ISHARES TRrus 1000 val etf | $313,000 | – | 1,865 | +100.0% | 0.13% | – |
| NKE | NIKE INCcl b | $293,000 | +14.5% | 1,760 | 0.0% | 0.12% | +1.6% | |
| BA | Buy | BOEING CO | $289,000 | -3.3% | 1,436 | +5.7% | 0.12% | -14.7% |
| MMM | Buy | 3M CO | $289,000 | +4.7% | 1,626 | +3.4% | 0.12% | -7.6% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $288,000 | +7.9% | 2,603 | +0.3% | 0.12% | -3.9% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $289,000 | +7.0% | 1,277 | +3.6% | 0.12% | -5.4% |
| CAT | CATERPILLAR INC | $286,000 | +7.9% | 1,381 | 0.0% | 0.12% | -4.0% | |
| BCPC | BALCHEM CORP | $287,000 | +16.2% | 1,701 | 0.0% | 0.12% | +2.5% | |
| IQLT | Sell | ISHARES TRmsci intl qualty | $276,000 | -4.5% | 7,010 | -8.0% | 0.12% | -15.2% |
| CWB | SPDR SER TRbloomberg conv | $270,000 | -2.9% | 3,254 | 0.0% | 0.11% | -14.3% | |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $267,000 | -16.6% | 5,245 | -16.0% | 0.11% | -26.1% |
| RWR | New | SPDR SER TRdj reit etf | $262,000 | – | 2,147 | +100.0% | 0.11% | – |
| MUB | Sell | ISHARES TRnational mun etf | $261,000 | -31.5% | 2,242 | -31.6% | 0.11% | -39.6% |
| DOL | Buy | WISDOMTREE TRintl lrgcap dv | $257,000 | +4.0% | 5,206 | +0.3% | 0.11% | -7.6% |
| HDV | New | ISHARES TRcore high dv etf | $250,000 | – | 2,475 | +100.0% | 0.11% | – |
| XLRE | SELECT SECTOR SPDR TRrl est sel sec | $246,000 | +16.6% | 4,742 | 0.0% | 0.10% | +3.0% | |
| KO | Sell | COCA COLA CO | $241,000 | -6.2% | 4,062 | -17.1% | 0.10% | -16.4% |
| ENB | Buy | ENBRIDGE INC | $242,000 | +5.2% | 6,186 | +7.1% | 0.10% | -7.3% |
| AVGO | New | BROADCOM INC | $228,000 | – | 343 | +100.0% | 0.10% | – |
| TGT | TARGET CORP | $222,000 | +0.9% | 960 | 0.0% | 0.09% | -10.5% | |
| CVS | New | CVS HEALTH CORP | $221,000 | – | 2,140 | +100.0% | 0.09% | – |
| LIN | New | LINDE PLC | $218,000 | – | 628 | +100.0% | 0.09% | – |
| AXP | AMERICAN EXPRESS CO | $217,000 | -2.7% | 1,329 | 0.0% | 0.09% | -13.2% | |
| WM | New | WASTE MGMT INC DEL | $216,000 | – | 1,293 | +100.0% | 0.09% | – |
| AMAT | New | APPLIED MATLS INC | $212,000 | – | 1,349 | +100.0% | 0.09% | – |
| ADI | ANALOG DEVICES INC | $212,000 | +5.0% | 1,207 | 0.0% | 0.09% | -6.2% | |
| DEM | New | WISDOMTREE TRemer mkt high fd | $205,000 | – | 4,724 | +100.0% | 0.09% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $203,000 | – | 3,657 | +100.0% | 0.09% | – |
| MDT | MEDTRONIC PLC | $203,000 | -17.5% | 1,962 | 0.0% | 0.09% | -26.5% | |
| SYK | New | STRYKER CORPORATION | $202,000 | – | 754 | +100.0% | 0.08% | – |
| CTBI | New | COMMUNITY TR BANCORP INC | $200,000 | – | 4,593 | +100.0% | 0.08% | – |
| PAA | New | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $120,000 | – | 12,800 | +100.0% | 0.05% | – |
| IWP | Exit | ISHARES TRrus md cp gr etf | $0 | – | -1,932 | -100.0% | -0.10% | – |
| T | Exit | AT&T INC | $0 | – | -8,161 | -100.0% | -0.10% | – |
| VGSH | Exit | VANGUARD SCOTTSDALE FDSshort term treas | $0 | – | -4,044 | -100.0% | -0.12% | – |
| EQAL | Exit | INVESCO EXCH TRADED FD TR IIrusel 1000 eql | $0 | – | -6,040 | -100.0% | -0.13% | – |
| BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -37,114 | -100.0% | -1.45% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| EXXON MOBIL CORP | 16 | Q3 2023 | 6.5% |
| APPLE INC | 16 | Q3 2023 | 4.3% |
| WISDOMTREE TR | 16 | Q3 2023 | 6.1% |
| STEEL DYNAMICS INC | 16 | Q3 2023 | 2.4% |
| MICROSOFT CORP | 16 | Q3 2023 | 2.1% |
| NORTHROP GRUMMAN CORP | 16 | Q3 2023 | 2.6% |
| LOCKHEED MARTIN CORP | 16 | Q3 2023 | 2.0% |
| JOHNSON & JOHNSON | 16 | Q3 2023 | 1.6% |
| MERCK & CO. INC | 16 | Q3 2023 | 1.7% |
| VANGUARD BD INDEX FDS | 16 | Q3 2023 | 2.6% |
View PBMares Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-10-25 |
| 13F-HR | 2022-07-21 |
| 13F-HR | 2022-04-26 |
| 13F-HR | 2022-02-02 |
| 13F-HR | 2021-11-02 |
View PBMares Wealth 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.