Quantum Financial Planning Services, Inc.
13F Portfolio Filings
Most recent 13F Q3 2025Location spokane, WACIK 0002050169All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
49 | $247.26M | VCSH, VUG, KRE, VCRB | 13F-HR | Oct 14, 2025 | 000205016925000006 | ||
46 | $212.42M | VCSH, VUG, KRE, VCRB | 13F-HR | Jul 25, 2025 | 000205016925000004 | ||
38 | $182.81M | VCSH, VUG, KRE, BND | 13F-HR | May 8, 2025 | 000205016925000003 | ||
34 | $180.25M | VCSH, VUG, KRE, BND | 13F-HR | Jan 23, 2025 | 000205016925000001 |