Cascade Financial Partners, LLC Q1 2024 Filing
Filed May 14, 2024
Portfolio Value
$694.1B
Holdings
224
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (224 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | TMTOYOTA MOTOR CORP | 7,430 | $1K | 0.00% | |
| 202 | GQ9SPDR GOLD TR | 5,807 | $1K | 0.00% | |
| 203 | AQLTISHARES TR | 16,799 | $1K | 0.00% | |
| 204 | LQDISHARES TR | 10,396 | $1K | 0.00% | |
| 205 | ROKROCKWELL AUTOMATION INC | 3,735 | $1K | 0.00% | |
| 206 | MAMASTERCARD INCORPORATED | 2,616 | $1K | 0.00% | |
| 207 | COSTCOSTCO WHSL CORP NEW | 1,793 | $1K | 0.00% | |
| 208 | SUBISHARES TR | 11,630 | $1K | 0.00% | |
| 209 | TXNTEXAS INSTRS INC | 6,936 | $1K | 0.00% | |
| 210 | CSXCSX CORP | 34,410 | $1K | 0.00% | |
| 211 | HDHOME DEPOT INC | 3,141 | $1K | 0.00% | |
| 212 | REGLPROSHARES TR | 25,770 | $1K | 0.00% | |
| 213 | IEIISHARES TR | 11,282 | $1K | 0.00% | |
| 214 | MRSHMARSH & MCLENNAN COS INC | 5,136 | $1K | 0.00% | |
| 215 | RCREADY CAPITAL CORP | 136,437 | $1K | 0.00% | |
| 216 | IBMINTERNATIONAL BUSINESS MACHS | 7,034 | $1K | 0.00% | |
| 217 | AVESAMERICAN CENTY ETF TR | 35,109 | $1K | 0.00% | |
| 218 | SHYISHARES TR | 15,724 | $1K | 0.00% | |
| 219 | IDV*ISHARES TR | 62,641 | $1K | 0.00% | |
| 220 | DFATDIMENSIONAL ETF TRUST | 37,346 | $1K | 0.00% | |
| 221 | NEENEXTERA ENERGY INC | 25,691 | $1K | 0.00% | |
| 222 | AMDADVANCED MICRO DEVICES INC | 6,413 | $1K | 0.00% | |
| 223 | VXFVANGUARD INDEX FDS | 7,180 | $1K | 0.00% | |
| 224 | ESGDISHARES TR | 14,414 | $1K | 0.00% |
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