$192 Million is the total value of Investment Advisory Group, LLC's 144 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 8.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DFAC | Buy | DIMENSIONAL ETF TRUSTus core equity 2 | $13,654,636 | +0.6% | 521,169 | +4.2% | 7.10% | +2.1% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $12,659,289 | -0.1% | 122,525 | +2.6% | 6.58% | +1.4% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $11,009,589 | -1.5% | 40,430 | +2.4% | 5.72% | +0.0% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $9,195,146 | +2.1% | 97,478 | +7.7% | 4.78% | +3.6% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $7,284,980 | -3.4% | 16,964 | +0.3% | 3.79% | -1.9% |
| AAPL | Sell | APPLE INC | $5,743,716 | -13.2% | 33,548 | -1.6% | 2.98% | -11.8% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $5,540,096 | +8.8% | 40,166 | +12.1% | 2.88% | +10.4% |
| AOK | Sell | ISHARES TRconser alloc etf | $5,018,243 | -4.8% | 147,765 | -1.2% | 2.61% | -3.4% |
| USMV | Buy | ISHARES TRmsci usa min vol | $4,992,232 | -1.9% | 68,973 | +0.8% | 2.59% | -0.4% |
| AOM | Buy | ISHARES TRmodert alloc etf | $4,502,215 | -0.7% | 115,649 | +3.1% | 2.34% | +0.8% |
| Buy | DIMENSIONAL ETF TRUSTworld ex us core | $4,197,629 | +11.6% | 186,396 | +15.5% | 2.18% | +13.3% | |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $4,077,145 | -1.6% | 26,240 | +2.8% | 2.12% | -0.1% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $3,697,207 | -1.9% | 54,037 | +1.0% | 1.92% | -0.5% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $3,549,250 | -4.1% | 37,682 | -0.4% | 1.84% | -2.6% |
| MSFT | Buy | MICROSOFT CORP | $3,487,888 | -5.8% | 11,046 | +1.5% | 1.81% | -4.4% |
| PG | Sell | PROCTER AND GAMBLE CO | $3,284,553 | -6.9% | 22,519 | -3.1% | 1.71% | -5.4% |
| Buy | DIMENSIONAL ETF TRUSTus mktwide value | $3,270,955 | +13.6% | 96,148 | +15.2% | 1.70% | +15.3% | |
| VYMI | Buy | VANGUARD WHITEHALL FDSintl high etf | $3,225,531 | -0.7% | 52,117 | +1.4% | 1.68% | +0.8% |
| AMZN | Buy | AMAZON COM INC | $2,864,521 | -1.7% | 22,534 | +0.8% | 1.49% | -0.1% |
| IGSB | Sell | ISHARES TR | $2,821,612 | -1.8% | 56,625 | -1.1% | 1.47% | -0.3% |
| ISTB | Buy | ISHARES TRcore 1 5 yr usd | $2,148,924 | -0.5% | 46,333 | +0.0% | 1.12% | +1.0% |
| DFAS | Buy | DIMENSIONAL ETF TRUSTus small cap etf | $2,138,214 | -3.6% | 40,736 | +0.7% | 1.11% | -2.1% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $1,928,374 | -8.8% | 18,902 | -3.4% | 1.00% | -7.5% |
| DFUS | Buy | DIMENSIONAL ETF TRUSTus equity etf | $1,889,936 | +4.2% | 40,600 | +7.8% | 0.98% | +5.7% |
| IEFA | Buy | ISHARES TRcore msci eafe | $1,853,786 | -4.5% | 28,808 | +0.2% | 0.96% | -3.1% |
| HDV | Sell | ISHARES TRcore high dv etf | $1,821,783 | -3.1% | 18,422 | -1.2% | 0.95% | -1.6% |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $1,809,475 | +2.0% | 31,414 | +2.2% | 0.94% | +3.5% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $1,757,473 | -4.8% | 24,837 | -2.3% | 0.91% | -3.4% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $1,716,047 | -4.2% | 11,155 | +0.5% | 0.89% | -2.7% |
| DVY | Sell | ISHARES TRselect divid etf | $1,704,411 | -7.2% | 15,834 | -2.3% | 0.89% | -5.7% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $1,671,372 | -4.7% | 3,660 | -0.0% | 0.87% | -3.2% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $1,642,234 | +0.6% | 20,282 | +0.7% | 0.85% | +2.0% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $1,535,337 | -5.3% | 4,285 | -2.4% | 0.80% | -3.9% |
| VOO | Buy | VANGUARD INDEX FDS | $1,481,688 | +17.7% | 3,773 | +22.0% | 0.77% | +19.4% |
| TSLA | Buy | TESLA INC | $1,473,853 | -2.7% | 5,890 | +1.7% | 0.77% | -1.3% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $1,461,371 | -1.0% | 7,729 | +4.1% | 0.76% | +0.4% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $1,392,598 | +10.8% | 5,236 | +14.6% | 0.72% | +12.4% |
| XOM | Buy | EXXON MOBIL CORP | $1,391,546 | +10.8% | 11,835 | +1.1% | 0.72% | +12.4% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $1,357,697 | -0.9% | 6,392 | +2.8% | 0.71% | +0.7% |
| O | Sell | REALTY INCOME CORP | $1,336,962 | -18.4% | 26,771 | -2.3% | 0.70% | -17.2% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $1,283,323 | -9.4% | 16,962 | +0.0% | 0.67% | -8.1% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,129,017 | +11.5% | 3,223 | +8.6% | 0.59% | +13.3% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $1,043,603 | -3.0% | 13,887 | -2.4% | 0.54% | -1.6% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,032,148 | -0.8% | 26,324 | +2.9% | 0.54% | +0.6% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $999,097 | +10.2% | 7,578 | +1.1% | 0.52% | +11.9% |
| JNJ | Buy | JOHNSON & JOHNSON | $952,274 | -5.4% | 6,114 | +0.6% | 0.50% | -3.9% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $932,563 | +6.8% | 19,388 | +11.5% | 0.48% | +8.5% |
| NEAR | ISHARES U S ETF TRblackrock st mat | $930,099 | +0.3% | 18,643 | 0.0% | 0.48% | +1.7% | |
| IUSB | Buy | ISHARES TRcore total usd | $925,709 | -0.3% | 21,176 | +3.7% | 0.48% | +1.3% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $905,566 | -1.1% | 3,632 | +3.7% | 0.47% | +0.4% |
| FB | Buy | META PLATFORMS INCcl a | $832,182 | +6.6% | 2,772 | +1.9% | 0.43% | +8.0% |
| PLD | PROLOGIS INC. | $810,829 | -8.5% | 7,226 | 0.0% | 0.42% | -7.3% | |
| AGG | Sell | ISHARES TRcore us aggbd et | $765,768 | -11.7% | 8,143 | -8.1% | 0.40% | -10.4% |
| IYW | Buy | ISHARES TRu.s. tech etf | $747,456 | +0.2% | 7,124 | +4.0% | 0.39% | +1.6% |
| PFF | Buy | ISHARES TRpfd and incm sec | $727,507 | +11.4% | 24,130 | +14.3% | 0.38% | +13.2% |
| IWD | ISHARES TRrus 1000 val etf | $719,151 | -3.8% | 4,737 | 0.0% | 0.37% | -2.3% | |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $683,251 | +14.5% | 9,792 | +19.3% | 0.36% | +16.0% |
| VOOG | Buy | VANGUARD ADMIRAL FDS INC500 grth idx f | $680,657 | -2.6% | 2,757 | +0.3% | 0.35% | -1.1% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $679,750 | -2.4% | 5,158 | -0.1% | 0.35% | -0.8% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $651,487 | +11.4% | 4,978 | +1.8% | 0.34% | +13.0% |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $642,208 | -6.0% | 11,999 | -1.5% | 0.33% | -4.6% |
| IWR | ISHARES TRrus mid cap etf | $633,536 | -5.2% | 9,149 | 0.0% | 0.33% | -3.8% | |
| CMF | New | ISHARES TRcalif mun bd etf | $625,176 | – | 11,400 | +100.0% | 0.32% | – |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $622,053 | -4.8% | 9,040 | +2.6% | 0.32% | -3.6% |
| SHV | ISHARES TRshort treas bd | $584,386 | +0.0% | 5,290 | 0.0% | 0.30% | +1.7% | |
| SDY | Buy | SPDR SER TRs&p divid etf | $571,885 | -3.3% | 4,972 | +3.1% | 0.30% | -2.0% |
| ABBV | Buy | ABBVIE INC | $561,292 | +12.1% | 3,766 | +1.3% | 0.29% | +14.1% |
| DIMENSIONAL ETF TRUSTus sustainabilty | $562,363 | -3.3% | 20,269 | 0.0% | 0.29% | -2.0% | ||
| AMGN | Buy | AMGEN INC | $547,733 | +22.1% | 2,038 | +0.9% | 0.28% | +23.9% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $544,027 | -9.4% | 16,786 | +3.9% | 0.28% | -8.1% |
| JPM | Buy | JPMORGAN CHASE & CO | $538,830 | +2.0% | 3,716 | +2.3% | 0.28% | +3.3% |
| DFAE | Buy | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $526,304 | -1.6% | 23,319 | +2.3% | 0.27% | -0.4% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $517,882 | -1.6% | 15,613 | +0.0% | 0.27% | 0.0% |
| NVDA | Buy | NVIDIA CORPORATION | $507,636 | +23.6% | 1,167 | +20.2% | 0.26% | +25.7% |
| GLD | Sell | SPDR GOLD TR | $505,092 | -4.3% | 2,946 | -0.5% | 0.26% | -3.0% |
| DGRO | ISHARES TRcore div grwth | $494,559 | -3.9% | 9,985 | 0.0% | 0.26% | -2.3% | |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $483,521 | -3.5% | 1,131 | +0.1% | 0.25% | -2.0% |
| SLQD | ISHARES TR0-5yr invt gr cp | $444,194 | -0.4% | 9,255 | 0.0% | 0.23% | +1.3% | |
| IXUS | Sell | ISHARES TRcore msci total | $440,567 | -12.7% | 7,344 | -8.9% | 0.23% | -11.2% |
| IEMG | Buy | ISHARES INCcore msci emkt | $407,200 | +38.5% | 8,556 | +43.5% | 0.21% | +41.3% |
| FIBR | Sell | ISHARES TRu.s. fixed incme | $405,792 | -22.1% | 4,912 | -20.7% | 0.21% | -21.0% |
| WELL | WELLTOWER INC | $406,159 | +1.3% | 4,958 | 0.0% | 0.21% | +2.9% | |
| VMW | Sell | VMWARE INC | $402,049 | -2.6% | 2,415 | -15.9% | 0.21% | -0.9% |
| MTUM | ISHARES TRmsci usa mmentm | $399,491 | -3.2% | 2,860 | 0.0% | 0.21% | -1.4% | |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $399,899 | -4.9% | 9,147 | +0.5% | 0.21% | -3.3% |
| AME | Buy | AMETEK INC | $399,986 | -8.5% | 2,707 | +0.3% | 0.21% | -7.1% |
| TIP | Sell | ISHARES TRtips bd etf | $361,509 | -50.6% | 3,485 | -48.8% | 0.19% | -49.9% |
| KORP | AMERICAN CENTY ETF TRdiversifid crp | $353,710 | -2.5% | 7,950 | 0.0% | 0.18% | -1.1% | |
| VCIT | VANGUARD SCOTTSDALE FDSint-term corp | $352,471 | -3.9% | 4,639 | 0.0% | 0.18% | -2.7% | |
| DIMENSIONAL ETF TRUSTinternational | $352,387 | -5.7% | 12,274 | 0.0% | 0.18% | -4.2% | ||
| T | Buy | AT&T INC | $343,728 | -5.0% | 22,885 | +0.8% | 0.18% | -3.2% |
| IUSV | ISHARES TRcore s&p us vlu | $340,118 | -4.7% | 4,558 | 0.0% | 0.18% | -3.3% | |
| LLY | Buy | ELI LILLY & CO | $335,892 | +18.1% | 625 | +3.1% | 0.18% | +19.9% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $327,593 | +6.2% | 2,335 | +1.3% | 0.17% | +7.6% |
| MO | Sell | ALTRIA GROUP INC | $319,786 | -9.0% | 7,605 | -2.0% | 0.17% | -7.8% |
| INTC | Buy | INTEL CORP | $311,973 | +9.6% | 8,776 | +3.1% | 0.16% | +11.0% |
| IYR | ISHARES TRu.s. real es etf | $303,496 | -9.7% | 3,884 | 0.0% | 0.16% | -8.1% | |
| CVX | Buy | CHEVRON CORP NEW | $300,776 | +10.3% | 1,784 | +2.9% | 0.16% | +11.4% |
| FTNT | Buy | FORTINET INC | $293,987 | -22.2% | 5,010 | +0.2% | 0.15% | -21.1% |
| CSCO | Buy | CISCO SYS INC | $289,774 | +5.8% | 5,390 | +1.8% | 0.15% | +7.9% |
| ABT | Buy | ABBOTT LABS | $279,708 | -10.9% | 2,888 | +0.3% | 0.14% | -9.9% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $277,197 | -12.7% | 1,237 | -5.5% | 0.14% | -11.7% |
| VTC | Buy | VANGUARD SCOTTSDALE FDStotal corp bnd | $276,759 | +3.3% | 3,820 | +7.9% | 0.14% | +5.1% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $276,355 | +7.5% | 1,327 | +13.6% | 0.14% | +9.1% |
| RGEN | Buy | REPLIGEN CORP | $273,656 | +12.5% | 1,721 | +0.1% | 0.14% | +13.6% |
| Buy | DIMENSIONAL ETF TRUSTinternatnal val | $261,066 | +29.0% | 8,003 | +29.9% | 0.14% | +30.8% | |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $260,559 | -8.9% | 3,158 | -4.5% | 0.14% | -7.5% |
| WIP | Sell | SPDR SER TRftse int gvt etf | $260,175 | -12.4% | 6,687 | -6.0% | 0.14% | -11.2% |
| RLI | Sell | RLI CORP | $257,919 | -9.8% | 1,898 | -13.5% | 0.13% | -8.2% |
| SBUX | Buy | STARBUCKS CORP | $255,156 | -7.1% | 2,796 | +0.9% | 0.13% | -5.7% |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $249,183 | -4.7% | 4,804 | 0.0% | 0.13% | -3.7% | |
| UNH | Buy | UNITEDHEALTH GROUP INC | $247,867 | +11.0% | 492 | +5.8% | 0.13% | +13.2% |
| CVS | Buy | CVS HEALTH CORP | $245,553 | +2.1% | 3,517 | +1.1% | 0.13% | +4.1% |
| WM | Buy | WASTE MGMT INC DEL | $245,413 | -11.8% | 1,610 | +0.4% | 0.13% | -9.9% |
| IEF | New | ISHARES TR7-10 yr trsy bd | $244,820 | – | 2,673 | +100.0% | 0.13% | – |
| Sell | DIMENSIONAL ETF TRUSTshort duration f | $240,388 | -14.6% | 5,183 | -14.7% | 0.12% | -13.2% | |
| MRK | Buy | MERCK & CO INC | $240,825 | -10.6% | 2,339 | +0.2% | 0.12% | -9.4% |
| BIV | New | VANGUARD BD INDEX FDSintermed term | $236,164 | – | 3,266 | +100.0% | 0.12% | – |
| WFC | Buy | WELLS FARGO CO NEW | $234,675 | -2.9% | 5,743 | +1.4% | 0.12% | -1.6% |
| PEP | Buy | PEPSICO INC | $234,434 | -6.9% | 1,384 | +1.8% | 0.12% | -5.4% |
| EW | EDWARDS LIFESCIENCES CORP | $233,751 | -26.6% | 3,374 | 0.0% | 0.12% | -25.8% | |
| FLOT | ISHARES TRfltg rate nt etf | $228,903 | +0.1% | 4,498 | 0.0% | 0.12% | +1.7% | |
| DIS | Buy | DISNEY WALT CO | $227,821 | -8.6% | 2,811 | +0.7% | 0.12% | -7.8% |
| RTX | Buy | RTX CORPORATION | $225,311 | -25.8% | 3,131 | +1.0% | 0.12% | -25.0% |
| HON | Buy | HONEYWELL INTL INC | $222,490 | -9.8% | 1,204 | +1.3% | 0.12% | -7.9% |
| SGEN | SEAGEN INC | $222,758 | +10.2% | 1,050 | 0.0% | 0.12% | +12.6% | |
| PFE | Buy | PFIZER INC | $219,789 | -7.7% | 6,626 | +2.0% | 0.11% | -6.6% |
| FBND | New | FIDELITY MERRIMACK STR TRtotal bd etf | $217,582 | – | 4,995 | +100.0% | 0.11% | – |
| PSN | New | PARSONS CORP DEL | $217,726 | – | 4,006 | +100.0% | 0.11% | – |
| DFAU | Buy | DIMENSIONAL ETF TRUSTus core eqt mkt | $215,153 | -3.3% | 7,184 | +0.1% | 0.11% | -1.8% |
| VBR | VANGUARD INDEX FDSsm cp val etf | $213,726 | -3.6% | 1,340 | 0.0% | 0.11% | -1.8% | |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $211,067 | +4.6% | 533 | +3.9% | 0.11% | +6.8% |
| IYF | ISHARES TRu.s. finls etf | $210,059 | +0.2% | 2,810 | 0.0% | 0.11% | +1.9% | |
| VUSB | VANGUARD BD INDEX FDSvanguard ultra | $207,483 | +0.1% | 4,218 | 0.0% | 0.11% | +1.9% | |
| MUB | ISHARES TRnational mun etf | $208,454 | -3.9% | 2,033 | 0.0% | 0.11% | -2.7% | |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $206,565 | -8.6% | 2,009 | +1.2% | 0.11% | -7.8% |
| VRP | Sell | INVESCO EXCH TRADED FD TR IIvar rate pfd | $203,640 | -4.2% | 9,103 | -4.8% | 0.11% | -2.8% |
| KO | Sell | COCA COLA CO | $203,358 | -7.5% | 3,633 | -0.4% | 0.11% | -6.2% |
| FHLC | Sell | FIDELITY COVINGTON TRUSTmsci hlth care i | $201,625 | -4.2% | 3,328 | -0.2% | 0.10% | -2.8% |
| HD | Buy | HOME DEPOT INC | $202,905 | +0.9% | 672 | +3.7% | 0.10% | +1.9% |
| JFR | Buy | NUVEEN FLOATING RATE INCOME | $147,763 | +4.1% | 17,998 | +0.0% | 0.08% | +5.5% |
| Buy | FS CREDIT OPPORTUNITIES CORP | $59,640 | +17.9% | 11,004 | +3.3% | 0.03% | +19.2% | |
| EOSE | Buy | EOS ENERGY ENTERPRISES INC | $46,225 | -37.3% | 21,500 | +34.4% | 0.02% | -36.8% |
| WKHS | WORKHORSE GROUP INC | $4,206 | -52.5% | 10,150 | 0.0% | 0.00% | -60.0% | |
| TAXF | Exit | AMERICAN CENTY ETF TRdiversified mu | $0 | – | -4,000 | -100.0% | -0.10% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -1,683 | -100.0% | -0.10% | – |
| IJS | Exit | ISHARES TRsp smcp600vl etf | $0 | – | -2,130 | -100.0% | -0.10% | – |
| BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -2,710 | -100.0% | -0.10% | – |
| EWX | Exit | SPDR INDEX SHS FDSs&p emktsc etf | $0 | – | -3,921 | -100.0% | -0.10% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -3,285 | -100.0% | -0.11% | – |
| IWN | Exit | ISHARES TRrus 2000 val etf | $0 | – | -1,865 | -100.0% | -0.13% | – |
| DELL | Exit | DELL TECHNOLOGIES INCcl c | $0 | – | -5,264 | -100.0% | -0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD WHITEHALL FDS HIGH DIV YLD | 8 | Q3 2023 | 7.5% |
| DIMENSIONAL ETF TRUST US CORE EQUITY 2 | 8 | Q3 2023 | 7.2% |
| VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | 8 | Q3 2023 | 5.7% |
| ISHARES TR | 8 | Q3 2023 | 4.8% |
| ISHARES TR | 8 | Q3 2023 | 4.5% |
| ISHARES TR | 8 | Q3 2023 | 4.2% |
| APPLE INC | 8 | Q3 2023 | 3.4% |
| ISHARES TR MSCI USA MIN VOL | 8 | Q3 2023 | 3.1% |
| ISHARES TR | 8 | Q3 2023 | 3.0% |
| VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR | 8 | Q3 2023 | 3.0% |
View Investment Advisory Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-18 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-02-11 |
View Investment Advisory Group, 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.