Sargent Bickham Lagudis LLC
Q4 2022 13F Holdings
- Locationboulder, CO
- Num holdings
1,053
- Value ($000)
$1,219,787
- Date Filed 01/23/2023
- Form type13F-HR
- CIK 0001613939
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2022 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
A ISHARES TR | CORE US AGGBD ET | 464287226 | $98.74M | 8 % | 1,018,029 | ||
S SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $70.77M | 6 % | 185,043 | ||
V VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $65.80M | 5 % | 187,270 | ||
V VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $52.29M | 4 % | 1,245,790 | ||
I ISHARES TR | CORE S&P500 ETF | 464287200 | $40.10M | 3 % | 104,364 | ||
VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 92206C664 | $35.69M | 3 % | 507,223 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $33.43M | 3 % | 675,456 | ||
V VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | $30.83M | 3 % | 357,647 | ||
A ISHARES TR | MSCI ACWI ETF | 464288257 | $23.08M | 2 % | 271,957 | ||
A APPLE INC | COM | 037833100 | $22.81M | 2 % | 175,576 |
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