Weinberger Asset Management, Inc

Q1 2024 13F Holdings Report, Stock Holdings

Signature - Title
Alexander B. Weinberger - President
Location
Los Angeles, CA
Holdings as of
31 Mar 2024
Value $
$207M
Num holdings
77
Date filed
04 Feb 2025, 15:54
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included VTI, SCHG, PM, SCHB, and VBR.
Previous filing
Q4 2023 - 04 Feb 2025
Next filing
Q2 2024 - 04 Feb 2025
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2024 Q1 compared to 2023 Q4 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Alexander B. Weinberger President Los Angeles, California 04 Feb 2025