APPROPRIATE BALANCE FINANCIAL SERVICES INC.

13F Portfolio Filings

  • Most recent 13F
    Q3 2017
  • Location
    bellevue, WA
  • CIK
    0000752832
  • All SEC filings
Q3 2017
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

30

$2.01B
XLF, IJR, QQQ, VEA
13F-HR
Oct 10, 2017
000075283217000005

29

$1.97B
XLF, IJR, QQQ, VEA
13F-HR
Jul 24, 2017
000075283217000004

30

$2.00B
XLF, IJR, QQQ, VEA
13F-HR
May 1, 2017
000075283217000003

32

$163.22M
QQQ, MDY, SPY, IJR
13F-HR
Jan 30, 2017
000075283217000001

32

$155.88M
QQQ, MDY, SPY, IJR
13F-HR
Oct 18, 2016
000075283216000006

32

$151.13M
QQQ, MDY, SPY, IJR
13F-HR
Jul 12, 2016
000075283216000005

29

$143.96M
QQQ, MDY, SPY, IJR
RESTATEMENT
Apr 25, 2016
000075283216000004

25

$144.39M
QQQ, MDY, SPY, IJR
13F-HR
Apr 13, 2016
000075283216000001