Denver PWM, LLC
Q1 2025 13F Holdings
- Locationdenver, CO
- Num holdings
70
- Value ($000)
$277,863
- Date Filed05/07/2025
- Form type13F-HR
- CIK0001657980
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $26.18M | 9 % | 1,045,456 | ||
SCHV SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $16.99M | 6 % | 639,105 | ||
IBTF ISHARES TR | IBONDS 25 TRM TS | 46436E866 | $16.44M | 6 % | 703,372 | ||
SCHM SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | $16.25M | 6 % | 620,349 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $15.74M | 6 % | 795,514 | ||
IBTG ISHARES TR | IBONDS 26 TRM TS | 46436E858 | $15.57M | 6 % | 678,753 | ||
IBTH ISHARES TR | IBONDS 27 TRM TS | 46436E841 | $15.35M | 6 % | 684,449 | ||
IBTI ISHARES TR | IBONDS 28 TRM TS | 46436E833 | $15.34M | 6 % | 689,290 | ||
TOTL SSGA ACTIVE ETF TR | SPDR TR TACTIC | 78467V848 | $14.89M | 5 % | 369,501 | ||
HEFA ISHARES TR | HDG MSCI EAFE | 46434V803 | $13.91M | 5 % | 383,168 |
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