Halpern Financial, Inc.

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 9, 2024
Value $
$364M
Signature - Title
Melissa Sotudeh - Chief Compliance Officer
Location
20365 Exchange Street, Suite 200, Ashburn, VA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 219 $364M +$23.1M -$9.98M +$13.1M IVE, IVV, USMV, SPDW, IVW 13F-HR 7/8/2024, 06:51 PM
Q1 2024 208 $344M +$11.6M -$8.4M +$3.2M IVE, IVV, USMV, SPDW, SCHD 13F-HR 4/9/2024, 04:37 PM
Q4 2023 250 $322M +$34.2M -$27.9M +$6.21M IVE, USMV, IVV, SPDW, SCHD 13F-HR 1/19/2024, 02:30 PM
Q3 2023 267 $290M +$17.8M -$9.77M +$8.01M IVE, USMV, IVV, SCHD, IVW 13F-HR 10/10/2023, 04:10 PM
Q2 2023 261 $292M +$21.4M -$20.3M +$1.15M IVE, USMV, IVV, IVW, SCHD 13F-HR 9/21/2023, 05:29 PM
Q1 2023 203 $278M +$6.46M -$11.9M -$5.4M IVE, USMV, IVV, SCHD, IVW 13F-HR 9/21/2023, 05:22 PM
Q4 2022 221 $273M +$9.29M -$11.1M -$1.78M USMV, IVE, IVV, SCHD, FHLC 13F-HR 9/21/2023, 05:17 PM
Q3 2022 333 $253M +$19.4M -$6.3M +$13.1M USMV, IVE, IVV, IVW, FHLC 13F-HR 9/21/2023, 05:14 PM
Q2 2022 352 $256M +$32.9M -$10.9M +$22M USMV, IVE, IVV, IVW, FHLC 13F-HR 9/21/2023, 05:06 PM
Q1 2022 278 $271M +$52.5M -$4.93M +$47.6M USMV, IVE, IVV, IVW, FHLC 13F-HR 9/21/2023, 04:57 PM
Q4 2021 302 $234M +$7.81M -$7.73M +$76.3K USMV, IVE, IVW, IVV, FVAL 13F-HR 9/21/2023, 04:51 PM
Q3 2021 254 $216M +$17.3M -$11.7M +$5.6M USMV, IVE, IVW, IVV, FVAL 13F-HR 9/21/2023, 03:47 PM
Q2 2021 244 $212M +$7.22M -$16.6M -$9.4M USMV, IVE, FTEC, IVW, FVAL 13F-HR 9/21/2023, 03:43 PM
Q1 2021 249 $207M +$6.03M -$3.29M +$2.74M USMV, IVE, FTEC, FHLC, FVAL 13F-HR 9/21/2023, 02:57 PM
Q4 2020 216 $192M +$16.4M -$2.53M +$13.9M USMV, IVE, FTEC, FHLC, IVW 13F-HR 9/21/2023, 03:53 PM
Q3 2020 223 $169M +$10.1M -$933K +$9.15M USMV, IVE, FTEC, FHLC, IVW 13F-HR 9/21/2023, 03:49 PM
Q2 2020 193 $151M +$27.8M -$2.87M +$25M USMV, IVE, FHLC, FTEC, IVW 13F-HR 9/21/2023, 02:19 PM
Q1 2020 195 $106M +$16.4M -$9.76M +$6.62M USMV, IVE, FHLC, IVW, FVAL 13F-HR 9/21/2023, 02:12 PM
Q4 2019 183 $128M USMV, IVE, IVV, FHLC, IVW 13F-HR 9/21/2023, 02:07 PM