• 13F History

Rainsberger Wealth Advisors, Inc.

13F Filings History

Latest 13F report
Q4 2023 - Jan 26, 2024
Value $
$183M
Signature - Title
Malinda D. Sutton - COO & CCO
Location
Colorado Springs, CO
Summary
This page shows a list of all the recent 13F filings made by Rainsberger Wealth Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Rainsberger Wealth Advisors, Inc. reported 69 stock holdings with total value $183M as of Q4 2023. Top holdings included SCHF, SCHB, MTUM, IEI, and SCHM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2023 69 $183M +$19.7M -$14.3M +$5.41M SCHF, SCHB, MTUM, IEI, SCHM 13F-HR 1/26/2024, 01:03 PM
Q3 2023 69 $163M +$4.03M -$915K +$3.12M SCHF, SCHB, IEI, MTUM, SCHD 13F-HR 11/14/2023, 03:54 PM
Q2 2023 67 $166M +$7.94M -$8.48M -$550K SCHF, SCHB, IEI, MTUM, SCHM 13F-HR 8/7/2023, 11:36 AM
Q1 2023 75 $169M +$7.61M -$3M +$4.61M SCHF, SCHB, MTUM, SCHD, SCHM 13F-HR 4/20/2023, 03:00 PM
Q4 2022 74 $157M +$12.9M -$4.3M +$8.59M SCHD, SCHF, SCHB, MTUM, SCHM 13F-HR 2/1/2023, 02:00 PM
Q3 2022 74 $145M +$21.2M -$1.41M +$19.8M SCHF, SCHB, MTUM, SCHM, SCHE 13F-HR 11/14/2022, 10:15 AM
Q2 2022 60 $136M +$6.8M -$1.31M +$5.49M SCHB, SCHF, MTUM, SCHE, SCHM 13F-HR 8/12/2022, 11:36 AM
Q1 2022 63 $156M +$15M -$453K +$14.5M SCHB, SCHF, MTUM, SCHM, GDX 13F-HR 5/16/2022, 12:19 PM
Q4 2021 66 $170M SCHB, MTUM, SCHF, SCHM, QQQ 13F-HR 2/22/2022, 11:17 AM