Waterford Advisors, LLC

13F Portfolio Filings

Latest portfolio report
Q1 2024 - May 15, 2024
Value $
$236M
Signature - Title
Jordan Green - Counsel
Location
3858 N. Buffalo Road, Suite 2, Orchard Park, New York
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2024 55 $236M +$12M -$1.44M +$10.6M IVV, VTV, VUG, VEA, FNDF, SCHA 13F-HR 5/15/2024, 04:50 PM
Q4 2023 51 $213M +$35.4M -$17.4M +$18M IVV, VUG, VTV, VEA, FNDF, SCHA 13F-HR 2/13/2024, 08:25 PM
Q3 2023 56 $179M +$3.58M -$25M -$21.4M IVV, VUG, SCHZ, VTV, VEA, SCHA 13F-HR 11/7/2023, 04:51 PM
Q2 2023 52 $208M +$16.5M -$836K +$15.6M IVV, VUG, SCHZ, VTV, VEA, SCHA 13F-HR 7/31/2023, 07:42 AM
Q1 2023 51 $185M +$9.53M -$1.82M +$7.7M IVV, SCHZ, VTV, VUG, VEA, SCHA 13F-HR 5/2/2023, 02:33 PM
Q4 2022 50 $171M IVV, SCHZ, VTV, VEA, VUG, SCHA 13F-HR 2/14/2023, 07:35 AM