• 13F History

Quantum Financial Planning Services, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Jan 23, 2025
Value $
$180M
Signature - Title
C. Eric Christiansen - CCO
Location
Spokane, WA
Summary
This page shows a list of all the recent 13F filings made by Quantum Financial Planning Services, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Quantum Financial Planning Services, Inc. reported 34 stock holdings with total value $180M as of Q4 2024. Top holdings included VCSH, VUG, SPLG, BND, and VCRB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 34 $180M $0 $0 VCSH, VUG, SPLG, BND, VCRB 13F-HR 1/23/2025, 03:08 PM