S.C. Financial Services, Inc.

Q4 2022 13F Holdings

  • Location
    scottsdale, AZ
  • Num holdings

    118

  • Value ($000)

    $65,041

  • Date Filed
    01/20/2023
  • Form type
    restatement
  • CIK
    0001906806
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2022 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$2.98M
5 %

22,944

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$2.58M
4 %

6,715

M
MSFT

MICROSOFT CORP

COM
594918104
$2.15M
3 %

8,977

J
JNJ

JOHNSON & JOHNSON

COM
478160104
$2.05M
3 %

11,616

A
ABBV

ABBVIE INC

COM
00287Y109
$1.96M
3 %

12,133

F
FIXD

FIRST TR EXCHNG TRADED FD VI

TCW OPPORTUNIS
33740F805
$1.63M
3 %

37,104

E
ESGU

ISHARES TR

ESG AWR MSCI USA
46435G425
$1.53M
2 %

18,031

X
XOM

EXXON MOBIL CORP

COM
30231G102
$1.43M
2 %

12,934

A
ABT

ABBOTT LABS

COM
002824100
$1.38M
2 %

12,548

B
BUFT

FIRST TR EXCHNG TRADED FD VI

CBOE VEST BUFERD
33740U760
$1.34M
2 %

72,788

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