$109 Million is the total value of Revisor Wealth Management LLC's 154 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2023 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-21
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD BD INDEX FDS | 3 | Q3 2023 | 8.6% |
| SPDR SER TR | 3 | Q3 2023 | 5.7% |
| ISHARES TR | 3 | Q3 2023 | 3.8% |
| VANGUARD WHITEHALL FDS | 3 | Q3 2023 | 4.1% |
| ISHARES INC | 3 | Q3 2023 | 4.7% |
| SPDR SER TR | 3 | Q3 2023 | 2.9% |
| VANGUARD SPECIALIZED FUNDS | 3 | Q3 2023 | 4.0% |
| DBX ETF TR | 3 | Q3 2023 | 2.5% |
| INVESCO EXCH TRADED FD TR II | 3 | Q3 2023 | 2.1% |
| SPDR INDEX SHS FDS | 3 | Q3 2023 | 2.4% |
View Revisor Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-11-21 |
| 13F-HR | 2023-11-21 |
| 13F-HR | 2023-11-16 |
View Revisor 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.