CONCENTRIC WEALTH MANAGEMENT, LLC

Q4 2023 13F Holdings

Location
Lafayette, CA
Holdings as of
12/31/2023
Value ($000)
$344,481
Num holdings
126
Date filed
2/14/2024
Form type
13F-HR
Prev filing
11/8/2023
Next filing
5/8/2024
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type