$155 Million is the total value of Carlsbad Wealth Advisory Group, Inc.'s 45 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
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 1 | Q2 2023 | 15.0% |
| SCHWAB STRATEGIC TR | 1 | Q2 2023 | 13.6% |
| SCHWAB STRATEGIC TR | 1 | Q2 2023 | 11.3% |
| VANGUARD TAX-MANAGED FDS | 1 | Q2 2023 | 9.8% |
| SCHWAB STRATEGIC TR | 1 | Q2 2023 | 6.6% |
| VANGUARD BD INDEX FDS | 1 | Q2 2023 | 6.1% |
| VANGUARD BD INDEX FDS | 1 | Q2 2023 | 4.9% |
| SCHWAB STRATEGIC TR | 1 | Q2 2023 | 4.1% |
| SCHWAB STRATEGIC TR | 1 | Q2 2023 | 3.2% |
| HOME DEPOT INC | 1 | Q2 2023 | 3.1% |
View Carlsbad Wealth Advisory Group, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-07-27 |
View Carlsbad Wealth Advisory Group, Inc.'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.