RF&L WEALTH MANAGEMENT, LLC - Q2 2023 holdings

$110 Million is the total value of RF&L WEALTH MANAGEMENT, LLC's 52 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 2023-07-27
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
DIMENSIONAL ETF TRUST7Q2 202413.2%
DIMENSIONAL ETF TRUST7Q2 20248.7%
DIMENSIONAL ETF TRUST7Q2 20247.2%
DIMENSIONAL ETF TRUST7Q2 20246.6%
VANGUARD BD INDEX FDS7Q2 20246.2%
APPLE INC7Q2 20246.3%
DIMENSIONAL ETF TRUST7Q2 20245.2%
VANGUARD INDEX FDS7Q2 20243.6%
VANGUARD INDEX FDS7Q2 20243.7%
MICROSOFT CORP7Q2 20243.5%

View RF&L WEALTH MANAGEMENT, LLC's complete holdings history.

Latest filings
TypeFiled
N-PX2024-08-22
13F-HR2024-07-19
13F-HR2024-04-30
13F-HR2024-02-14
13F-HR2023-11-02
13F-HR2023-07-27
13F-HR2023-05-04
13F-HR2023-02-14

View RF&L WEALTH MANAGEMENT, LLC's complete filings history.

Export RF&L WEALTH MANAGEMENT, LLC's holdings