Efficient Wealth Management »

Serina Therapeutics shares owned by Efficient Wealth Management

Quarter-by-quarter ownership of Serina Therapeutics (SER) shares owned by Efficient Wealth Management from 13F filings

Historical chart of Efficient Wealth Management investment in Serina Therapeutics

Tip: Access up to 7 years of quarterly data

All positions including Serina Therapeutics held by Efficient Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Serina Therapeutics by Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $0 312 0.00

More positions owned by Efficient Wealth Management

Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Index Fds Real Estate Etf (VNQ)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Efficient Wealth Management

Top funds holding Serina Therapeutics

Sio Capital Management
Vanguard Capital Management
Warren Averett Asset Management
Geode Capital Management
BlackRock
Jane Street
Keel Point
Vanguard Fiduciary Trust
Streettalk Advisors
State Street Corporation
Caitong International Asset Management
Wells Fargo & Company
Advisor Group Holdings
Tower Research Capital
Vanguard Global Advisers

View all funds holding Serina Therapeutics