$131 Million is the total value of WFA of San Diego, LLC's 91 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 50.3% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VTI | Sell | Vanguard Total Stock Mkt Vipers | $17,678,000 | -9.7% | 77,649 | -4.3% | 13.46% | +18.2% |
AAPL | Sell | Apple Inc. | $12,443,000 | -13.5% | 71,264 | -12.1% | 9.47% | +13.2% |
JPST | Sell | JPMorgan Ultra Short Income | $6,763,000 | -8.9% | 134,535 | -8.5% | 5.15% | +19.3% |
SPLV | Sell | Invesco S&P 500 Low Volatility ETF | $5,963,000 | -4.2% | 88,877 | -2.0% | 4.54% | +25.5% |
PRF | Sell | Invesco FTSE RAFI US 1000 | $5,327,000 | -8.5% | 31,175 | -8.1% | 4.06% | +19.8% |
BRKB | Sell | Berkshire Hathaway Inc B | $4,935,000 | +9.0% | 13,985 | -7.7% | 3.76% | +42.7% |
SCHB | Buy | Schwab US Broad Mkt ETF | $4,393,000 | -6.9% | 82,281 | +97.0% | 3.34% | +21.9% |
BSJM | Sell | Invesco 2022 HY Bulletshares | $3,536,000 | -5.2% | 154,360 | -3.8% | 2.69% | +24.2% |
PHDG | Sell | Invesco S&P 500 Hedged ETF | $3,356,000 | -5.6% | 92,860 | -0.6% | 2.56% | +23.6% |
QCOM | Sell | Qualcomm Inc. | $3,304,000 | -32.2% | 21,618 | -18.9% | 2.52% | -11.2% |
BSJO | Buy | Invesco BulletShares 2024 High Yield Corporate Bon | $3,057,000 | +3.8% | 128,349 | +8.8% | 2.33% | +35.9% |
New | SPDR Gold Mini ETF | $2,196,000 | – | 57,086 | +100.0% | 1.67% | – | |
IJH | Sell | Ishares S&P Midcap | $2,173,000 | -13.1% | 8,097 | -8.4% | 1.65% | +13.8% |
GOOGL | Sell | Alphabet Inc Class A | $2,118,000 | -7.5% | 762 | -3.7% | 1.61% | +21.1% |
VIG | Sell | Vanguard Dividend Appreciation Fd | $2,099,000 | -6.9% | 12,945 | -1.4% | 1.60% | +22.0% |
SPDW | Buy | SPDR Developed World Ex-US ETF | $1,909,000 | -5.3% | 55,678 | +0.7% | 1.45% | +24.0% |
TSLA | Sell | Tesla Motors Inc | $1,832,000 | -6.0% | 1,700 | -7.8% | 1.40% | +23.2% |
VCSH | Sell | Vanguard S/T Corp Bond Fd | $1,730,000 | -6.5% | 22,154 | -2.7% | 1.32% | +22.4% |
MSFT | Sell | Microsoft Corp. | $1,719,000 | -31.7% | 5,575 | -25.5% | 1.31% | -10.5% |
VEU | Sell | Vanguard FTSE All-World Ex. US Idx | $1,690,000 | -16.0% | 29,340 | -10.7% | 1.29% | +9.9% |
SCHM | Sell | Schwab US Mid-Cap | $1,677,000 | -6.3% | 22,113 | -0.6% | 1.28% | +22.8% |
EMB | Sell | iShares JPM USD Emeg Mkt Bnd ETF | $1,528,000 | -20.9% | 15,634 | -11.7% | 1.16% | +3.6% |
O | Sell | Realty Income Corp. | $1,311,000 | -4.2% | 18,922 | -1.1% | 1.00% | +25.4% |
SCHD | Sell | Schwab US Dividend Equity | $1,303,000 | -3.7% | 16,518 | -1.3% | 0.99% | +26.2% |
AMZN | Sell | Amazon Com Inc | $1,296,000 | -22.7% | 398 | -20.9% | 0.99% | +1.2% |
BND | Sell | Vanguard Bond Index Fund | $1,266,000 | -8.1% | 15,911 | -2.1% | 0.96% | +20.3% |
PXF | Sell | Invesco FTSE RAFI Dev Mkts Ex-US | $1,260,000 | -25.6% | 27,308 | -23.6% | 0.96% | -2.6% |
JNJ | Sell | Johnson & Johnson | $1,221,000 | -1.8% | 6,890 | -5.3% | 0.93% | +28.5% |
VWO | Sell | Vanguard FTSE Emerging Mkts | $1,203,000 | -16.2% | 26,072 | -10.1% | 0.92% | +9.8% |
JEPI | Sell | JPMorgan Equity Premium Income ETF | $1,202,000 | -6.7% | 19,577 | -3.9% | 0.92% | +22.2% |
SPTM | Sell | SPDR Total Stock Market ETF | $1,059,000 | -8.0% | 19,047 | -3.2% | 0.81% | +20.5% |
TIP | Sell | IShares TIPS Bond Fd | $942,000 | -10.9% | 7,563 | -7.6% | 0.72% | +16.8% |
IJR | Sell | IShares S&P Smallcap | $938,000 | -21.8% | 8,697 | -17.0% | 0.71% | +2.3% |
XOM | Sell | Exxon Mobil Corporation | $908,000 | +22.7% | 10,997 | -9.1% | 0.69% | +60.7% |
CWI | SPDR MSCI ACWI Ex-US ETF | $871,000 | -6.0% | 31,638 | 0.0% | 0.66% | +23.0% | |
VGSH | New | Vanguard Short-Term Treasury ETF | $851,000 | – | 14,367 | +100.0% | 0.65% | – |
WFCPRL | Buy | Wells Fargo & Co New Perp PFD Cnv L | $844,000 | -9.7% | 637 | +1.6% | 0.64% | +18.2% |
ITOT | Sell | IShares Core S&P Total US Stock Mkt | $807,000 | -29.0% | 7,998 | -24.8% | 0.61% | -7.1% |
BIO | Sell | Bio-Rad Laboratories | $800,000 | -29.2% | 1,420 | -5.0% | 0.61% | -7.3% |
NVO | Sell | Novo-Nordisk A-S Adr | $766,000 | -1.9% | 6,900 | -1.0% | 0.58% | +28.4% |
SCHP | Buy | Schwab US TIPS ETF | $745,000 | -2.6% | 12,265 | +0.8% | 0.57% | +27.4% |
BK | Sell | Bank Of New York Mellon | $723,000 | -16.2% | 14,568 | -2.0% | 0.55% | +9.6% |
SPY | Sell | SPDR Trust 1 | $686,000 | -6.4% | 1,518 | -1.6% | 0.52% | +22.5% |
CVS | Sell | CVS Health | $653,000 | -2.7% | 6,448 | -0.9% | 0.50% | +27.4% |
VCIT | Sell | Vanguard I/T Corp Bond | $640,000 | -9.2% | 7,444 | -2.1% | 0.49% | +18.8% |
VOO | Sell | Vanguard S&P 500 Etf | $630,000 | -34.4% | 1,518 | -31.0% | 0.48% | -14.1% |
HD | Sell | Home Depot | $609,000 | -28.4% | 2,034 | -0.8% | 0.46% | -6.3% |
AMGN | Sell | Amgen Inc. | $589,000 | -13.3% | 2,434 | -19.4% | 0.45% | +13.4% |
ABBV | Sell | AbbVie Inc. | $581,000 | +5.1% | 3,582 | -12.2% | 0.44% | +37.7% |
EXG | Sell | Eaton Vance Tax Mgd Global Eq Inc | $570,000 | -28.8% | 58,748 | -21.8% | 0.43% | -6.9% |
ADBE | Sell | Adobe Systems Inc | $553,000 | -21.8% | 1,213 | -2.6% | 0.42% | +2.4% |
VGIT | Sell | Vanguard Inter Govt Bond ETF | $548,000 | -8.5% | 8,703 | -3.4% | 0.42% | +19.8% |
PG | Sell | Proctor & Gamble | $543,000 | -14.2% | 3,552 | -8.2% | 0.41% | +12.2% |
BSJN | Buy | Invesco 2023 HY Bulletshares | $536,000 | +74.6% | 21,889 | +80.2% | 0.41% | +129.2% |
GOOG | Sell | Alphabet Inc Class C | $517,000 | -16.9% | 185 | -14.0% | 0.39% | +8.8% |
SPMD | Sell | SPDR Mid Cap | $489,000 | -8.9% | 10,366 | -3.9% | 0.37% | +19.2% |
COST | Sell | Costco Companies Inc. | $480,000 | -68.7% | 833 | -69.1% | 0.36% | -59.0% |
ISRG | Sell | Intuitive Surgical Inc | $477,000 | -17.3% | 1,580 | -1.6% | 0.36% | +8.4% |
MDLZ | Mondelez Intl Inc | $464,000 | -5.3% | 7,388 | 0.0% | 0.35% | +23.9% | |
VZ | Sell | Verizon Communications | $464,000 | -25.4% | 9,107 | -23.9% | 0.35% | -2.5% |
CVX | Sell | Chevron Corp | $454,000 | +24.4% | 2,791 | -10.2% | 0.35% | +63.2% |
RSP | Sell | Invesco S&P 500 Equal Weight ETF | $432,000 | -20.6% | 2,742 | -18.0% | 0.33% | +4.1% |
AMAT | Sell | Applied Materials | $424,000 | -32.2% | 3,218 | -18.9% | 0.32% | -11.0% |
SCHE | Buy | Schwab Emerg Mkt Equity | $412,000 | -5.9% | 14,824 | +0.2% | 0.31% | +23.1% |
PTBD | Sell | Pacer Trendpilot US Bond ETF | $407,000 | -56.8% | 16,747 | -52.1% | 0.31% | -43.4% |
QQQ | Buy | Invesco QQQ Trust | $404,000 | -1.0% | 1,114 | +8.6% | 0.31% | +30.0% |
PCY | Buy | Invesco Emer Mkts Sovereign Debt | $396,000 | -13.0% | 17,513 | +1.4% | 0.30% | +14.0% |
SCHR | Schwab Intermediate Term Treasury | $393,000 | -5.1% | 7,377 | 0.0% | 0.30% | +24.1% | |
SDY | Sell | SPDR S&P Dividend | $374,000 | -54.9% | 2,918 | -54.5% | 0.28% | -40.9% |
BACPRE | Sell | Bank Of America Pfd E | $357,000 | -12.9% | 15,925 | -0.7% | 0.27% | +14.3% |
MRK | Sell | Merck & Co. | $348,000 | +6.4% | 4,243 | -0.4% | 0.26% | +39.5% |
FB | Sell | Meta Platforms Inc. | $336,000 | -34.4% | 1,513 | -0.7% | 0.26% | -14.1% |
VONV | New | Vanguard Russell 1000 Value ETF | $325,000 | – | 4,461 | +100.0% | 0.25% | – |
PEP | Sell | Pepsico | $321,000 | -5.0% | 1,920 | -1.3% | 0.24% | +24.5% |
BAC | Sell | Bank Of America Corp | $316,000 | -29.0% | 7,655 | -23.5% | 0.24% | -6.9% |
SRE | Sell | Sempra Energy | $311,000 | -77.8% | 1,850 | -82.5% | 0.24% | -70.8% |
PFE | Sell | Pfizer Inc. | $302,000 | -19.5% | 5,836 | -8.0% | 0.23% | +5.5% |
Novozymes A/S Ord B | $293,000 | -16.3% | 4,250 | 0.0% | 0.22% | +9.9% | ||
MA | Sell | Mastercard Inc | $291,000 | -20.5% | 813 | -20.1% | 0.22% | +4.2% |
AGG | Sell | Ishares Trust Lehman Aggregate Bd Fd | $271,000 | -23.9% | 2,534 | -18.8% | 0.21% | -0.5% |
ITB | Buy | iShares Dow Jones US Home Construction | $243,000 | -21.9% | 4,102 | +9.4% | 0.18% | +2.2% |
BMY | Sell | Bristol-Myers Squibb | $242,000 | +9.5% | 3,320 | -6.5% | 0.18% | +43.8% |
T | Sell | AT&T Corp. | $231,000 | -57.9% | 9,796 | -56.1% | 0.18% | -44.8% |
KO | Sell | Coca-Cola Co. | $226,000 | -18.4% | 3,642 | -22.3% | 0.17% | +6.8% |
DVY | Sell | IShares DJ Select Div Index Fd | $220,000 | -68.9% | 1,715 | -70.3% | 0.17% | -59.5% |
Sell | General Electric Corp. | $216,000 | -20.6% | 2,361 | -17.9% | 0.16% | +3.8% | |
CSCO | Sell | Cisco Systems | $214,000 | -14.1% | 3,834 | -2.5% | 0.16% | +12.4% |
PM | Sell | Philip Morris Intl | $213,000 | -15.1% | 2,263 | -14.2% | 0.16% | +11.0% |
ADP | Sell | Automatic Data Processing | $212,000 | -17.5% | 933 | -10.5% | 0.16% | +8.1% |
LOW | Sell | Lowe's Companies | $211,000 | -22.1% | 1,044 | -0.6% | 0.16% | +1.9% |
BA | Sell | Boeing Corp. | $201,000 | -57.1% | 1,048 | -55.0% | 0.15% | -44.0% |
EDIG | Exit | E Digital Corporationequities | $0 | – | -3,835,150 | -100.0% | 0.00% | – |
SGOL | Exit | Aberdeen Std Swiss Physical Gold Trustequities | $0 | – | -2,764 | -100.0% | -0.03% | – |
SUSA | Exit | iShares MSCI USA ESG Select ETFequities | $0 | – | -951 | -100.0% | -0.06% | – |
XSOE | Exit | WisdomTree EmMkts ex-Stt-Ownd EntrprsETFequities | $0 | – | -2,771 | -100.0% | -0.06% | – |
CERN | Exit | Cerner Corpequities | $0 | – | -1,086 | -100.0% | -0.06% | – |
VXUS | Exit | Vanguard Total Intl Index Fundequities | $0 | – | -1,616 | -100.0% | -0.06% | – |
CTSH | Exit | Cognizant Tech Sol Cl Aequities | $0 | – | -1,200 | -100.0% | -0.06% | – |
BIIB | Exit | Biogen Idec Inc.equities | $0 | – | -442 | -100.0% | -0.06% | – |
SHYG | Exit | iShares Trust 0-5 Yr High Yield Corpequities | $0 | – | -2,338 | -100.0% | -0.06% | – |
TXN | Exit | Texas Instrumentsequities | $0 | – | -575 | -100.0% | -0.06% | – |
IWP | Exit | Ishares Russell Midcap Growthequities | $0 | – | -958 | -100.0% | -0.06% | – |
XLE | Exit | Sector SPDR Energy Selectequities | $0 | – | -2,020 | -100.0% | -0.06% | – |
GILD | Exit | Gilead Sciences Incequities | $0 | – | -1,565 | -100.0% | -0.07% | – |
FISV | Exit | Fiserv Inc.equities | $0 | – | -1,130 | -100.0% | -0.07% | – |
IYH | Exit | Ishares DJ US Hlthcarequities | $0 | – | -400 | -100.0% | -0.07% | – |
IWF | Exit | iShares Russell 1000 Growthequities | $0 | – | -397 | -100.0% | -0.07% | – |
DNL | Exit | WisdomTree Global ex-US Qual Div Gr ETFequities | $0 | – | -2,773 | -100.0% | -0.07% | – |
SCHZ | Exit | Schwab US Agg Bnd ETFequities | $0 | – | -2,222 | -100.0% | -0.07% | – |
F | Exit | Ford Motor Co.equities | $0 | – | -5,787 | -100.0% | -0.07% | – |
CAT | Exit | Caterpillar Inc.equities | $0 | – | -581 | -100.0% | -0.07% | – |
DUK | Exit | Duke Energyequities | $0 | – | -1,174 | -100.0% | -0.07% | – |
QYLD | Exit | GLOBAL X FDS NASDAQ 100 COVERE D CALL ETFequities | $0 | – | -5,615 | -100.0% | -0.07% | – |
XLU | Exit | Sector Spdr Util Selectequities | $0 | – | -1,750 | -100.0% | -0.07% | – |
STZ | Exit | Constellation Brands Inc Cl Aequities | $0 | – | -500 | -100.0% | -0.07% | – |
RTX | Exit | RaytheonTech Corpequities | $0 | – | -1,511 | -100.0% | -0.08% | – |
SBUX | Exit | Starbucks Corp.equities | $0 | – | -1,110 | -100.0% | -0.08% | – |
VB | Exit | Vanguard US Smallcap Indexequities | $0 | – | -587 | -100.0% | -0.08% | – |
CRM | Exit | Salesforce Inc.equities | $0 | – | -525 | -100.0% | -0.08% | – |
IXUS | Exit | iShares Core MSCI Total Intlequities | $0 | – | -1,866 | -100.0% | -0.08% | – |
PSK | Exit | SPDR Wells Fargo Preferredequities | $0 | – | -3,119 | -100.0% | -0.08% | – |
WDFC | Exit | WD-40 Companyequities | $0 | – | -574 | -100.0% | -0.08% | – |
HYS | Exit | Pimco 0-5 High-Yield Bond Indexequities | $0 | – | -1,415 | -100.0% | -0.08% | – |
VUG | Exit | Vanguard Growthequities | $0 | – | -438 | -100.0% | -0.08% | – |
ENPH | Exit | ENPHASE ENERGY INC COMequities | $0 | – | -771 | -100.0% | -0.08% | – |
MO | Exit | Altria Groupequities | $0 | – | -3,012 | -100.0% | -0.08% | – |
TFI | Exit | SPDR Nuveen Muni Bnd ETFequities | $0 | – | -2,739 | -100.0% | -0.08% | – |
SPIP | Exit | SPDR Barclays TIPSequities | $0 | – | -4,608 | -100.0% | -0.08% | – |
ACN | Exit | Accenture Ltd Aequities | $0 | – | -357 | -100.0% | -0.09% | – |
MMM | Exit | 3M Companyequities | $0 | – | -835 | -100.0% | -0.09% | – |
JPIB | Exit | JP Morgan Intl Bond Opportunitiesequities | $0 | – | -2,933 | -100.0% | -0.09% | – |
TVC | Exit | TVA PARRS Pfd 6/1/28equities | $0 | – | -5,797 | -100.0% | -0.09% | – |
KBWD | Exit | Invesco KBW High Div Financialsequities | $0 | – | -7,510 | -100.0% | -0.09% | – |
PFF | Exit | IShares S&P US Preferred Idxequities | $0 | – | -3,869 | -100.0% | -0.09% | – |
SCHF | Exit | Schwab Intl Equity ETFequities | $0 | – | -4,036 | -100.0% | -0.09% | – |
UNP | Exit | Union Pacific Corp.equities | $0 | – | -654 | -100.0% | -0.10% | – |
USB | Exit | U S Bancorp Delequities | $0 | – | -2,978 | -100.0% | -0.10% | – |
JPM | Exit | JPMorgan Chase & Co.equities | $0 | – | -1,081 | -100.0% | -0.10% | – |
EMR | Exit | Emerson Electricequities | $0 | – | -1,849 | -100.0% | -0.10% | – |
SPHY | Exit | SPDR Portfolio High Yield Bond ETFequities | $0 | – | -6,705 | -100.0% | -0.10% | – |
AFL | Exit | Aflac Incequities | $0 | – | -3,083 | -100.0% | -0.10% | – |
IAU | Exit | iShares Comex Gold Trustequities | $0 | – | -5,355 | -100.0% | -0.11% | – |
SPSB | Exit | SPDR St Term Corp BndETFequities | $0 | – | -6,004 | -100.0% | -0.11% | – |
LLY | Exit | Eli Lilly & Companyequities | $0 | – | -680 | -100.0% | -0.11% | – |
DIS | Exit | Disney (Walt)equities | $0 | – | -1,207 | -100.0% | -0.11% | – |
VYM | Exit | Vanguard High Dividend Yield Idxequities | $0 | – | -1,725 | -100.0% | -0.11% | – |
SPAB | Exit | SPDR Aggregate Bond ETFequities | $0 | – | -6,647 | -100.0% | -0.12% | – |
BSV | Exit | Vanguard S/T Bond Index ETFequities | $0 | – | -2,495 | -100.0% | -0.12% | – |
MINT | Exit | Pimco Enhanced Short Maturity Strategyequities | $0 | – | -2,030 | -100.0% | -0.12% | – |
IBM | Exit | Intl. Business Machinesequities | $0 | – | -1,570 | -100.0% | -0.12% | – |
NEE | Exit | Nextera Energy Incequities | $0 | – | -2,300 | -100.0% | -0.12% | – |
BSCM | Exit | Invesco 2022 Bulletsharesequities | $0 | – | -10,193 | -100.0% | -0.13% | – |
HSY | Exit | Hershey Foods Corpequities | $0 | – | -1,144 | -100.0% | -0.13% | – |
CMCSA | Exit | Comcast Corp New Cl Aequities | $0 | – | -4,419 | -100.0% | -0.13% | – |
PEG | Exit | Public Service Enterpriseequities | $0 | – | -3,500 | -100.0% | -0.14% | – |
DGX | Exit | Quest Diagnostics Inc.equities | $0 | – | -1,474 | -100.0% | -0.15% | – |
GNSS | Exit | Genasys Inc.equities | $0 | – | -71,224 | -100.0% | -0.16% | – |
MCD | Exit | McDonaldsequities | $0 | – | -1,114 | -100.0% | -0.17% | – |
MTUM | Exit | Ishares MSCI USA Momentumequities | $0 | – | -1,685 | -100.0% | -0.18% | – |
MOAT | Exit | VanEck Morningstar Wide Moat ETFequities | $0 | – | -4,088 | -100.0% | -0.18% | – |
HHC | Exit | The Howard Hughes Corpequities | $0 | – | -3,201 | -100.0% | -0.19% | – |
LMT | Exit | Lockheed Martin Corpequities | $0 | – | -955 | -100.0% | -0.20% | – |
DUSA | Exit | Davis Select US Equity ETFequities | $0 | – | -9,985 | -100.0% | -0.20% | – |
QUAL | Exit | ISHARES TRUST MSCI USA QUALITY FACTOR ETFequities | $0 | – | -2,355 | -100.0% | -0.20% | – |
INTC | Exit | Intel Corp.equities | $0 | – | -6,642 | -100.0% | -0.20% | – |
KRMA | Exit | Global X Conscious Companies ETFequities | $0 | – | -11,212 | -100.0% | -0.22% | – |
IUSG | Exit | Ishares Core U S Growth Etfequities | $0 | – | -3,592 | -100.0% | -0.24% | – |
SO | Exit | The Southern Coequities | $0 | – | -8,960 | -100.0% | -0.36% | – |
VV | Exit | Vanguard Large-Cap Indexequities | $0 | – | -2,861 | -100.0% | -0.37% | – |
AWR | Exit | American States Water Coequities | $0 | – | -6,625 | -100.0% | -0.40% | – |
FALN | Exit | iShares Fallen Angels USD Bond ETFequities | $0 | – | -60,565 | -100.0% | -1.06% | – |
GLDM | Exit | SPDR Gold Mini ETFequities | $0 | – | -115,322 | -100.0% | -1.22% | – |
LECO | Exit | Lincoln Electric Holdingsequities | $0 | – | -40,259 | -100.0% | -3.26% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-25
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Vanguard Total Stock Mkt Vipers | 14 | Q3 2023 | 15.0% |
Equities | 14 | Q3 2023 | 12.2% |
Invesco S&P 500 Low Volatility ETF | 14 | Q3 2023 | 6.3% |
Schwab US Broad Mkt ETF | 14 | Q3 2023 | 4.0% |
QUALCOMM INC COM | 14 | Q3 2023 | 2.8% |
VANGUARD SPECIALIZED FUNDS | 14 | Q3 2023 | 2.5% |
MICROSOFT CORP COM | 14 | Q3 2023 | 2.4% |
ISHARES TR | 14 | Q3 2023 | 1.9% |
Equities | 14 | Q3 2023 | 1.6% |
Vanguard Bond Index Fund | 14 | Q3 2023 | 1.9% |
View WFA of San Diego, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2023-11-02 |
13F-HR | 2023-08-10 |
13F-HR | 2023-04-17 |
13F-HR | 2023-01-31 |
13F-HR | 2022-10-18 |
13F-HR | 2022-07-28 |
13F-HR | 2022-04-25 |
13F-HR | 2022-02-07 |
13F-HR | 2021-10-25 |
13F-HR | 2021-08-11 |
View WFA of San Diego, 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.