ML & R WEALTH MANAGEMENT LLC

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Austin, TX
CIK
0001903320
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 70 435,177 DFUS, DFUV, DFAT, DFAS 13F-HR 5/14/2024 000172554724002149
Q4 2023 73 441,668 DFUS, DFUV, DFAT, DFAS 13F-HR 2/9/2024 000172554724000511
Q3 2023 68 382,945 DFUS, DFUV, DFAS, DFAT 13F-HR 11/2/2023 000172554723001699
Q2 2023 95 453,384 DFUS, DFUV, DFAS, DFAT 13F-HR 8/8/2023 000172554723000212
Q1 2023 72 373,842 DFUS, DFUV, DFAS, DFAT 13F-HR 5/5/2023 000172554723000105
Q4 2022 58 334,567 DFUS, DFUV, DFAS, DFAT 13F-HR 2/6/2023 000172554723000017
Q3 2022 67 295,713 DFUS, DFUV, DFAT, DFAS 13F-HR 10/26/2022 000172554722000161
Q2 2022 53 222,440 DFUS, DFAT, DFAS, DFIV 13F-HR 7/25/2022 000172554722000108
Q1 2022 53 270,790 DFUS, DFAT, DFAS, DFIV 13F-HR 4/18/2022 000172554722000063
Q4 2021 51 269,084 DFUS, DFAS, DFAT, DFIV 13F-HR 2/2/2022 000172554722000025