Financial Designs Corp
Q3 2025 13F Holdings
- Locationclaremont, CA
- Num holdings
22
- Value ($000)
$172,709
- Date Filed11/10/2025
- Form type13F-HR
- CIK0001561383
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $41.20 M | 24 % | 276,570 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $25.06 M | 15 % | 249,290 | ||
OMFL INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | 46138J619 | $13.48 M | 8 % | 224,189 | ||
HEGD LISTED FDS TR | SWAN HEDGED EQTY | 53656F599 | $13.43 M | 8 % | 528,254 | ||
DIVO AMPLIFY ETF TR | CWP ENHANCED DIV | 032108409 | $13.02 M | 8 % | 289,934 | ||
IXUS ISHARES TR | CORE MSCI TOTAL | 46432F834 | $12.97 M | 8 % | 154,453 | ||
RUNN STRATEGIC TRUST | RUNNING GWTH ETF | 48817R870 | $8.85 M | 5 % | 267,390 | ||
VFLO VICTORY PORTFOLIOS II | SHARES FREE CASH | 92647X830 | $8.43 M | 5 % | 222,969 | ||
THORNBURG ETF TR | INTL EQUITY ETF | 88521L306 | $8.29 M | 5 % | 272,655 | ||
BALT INNOVATOR ETFS TRUST | DEFINED WLT SHLD | 45783Y855 | $6.20 M | 4 % | 187,621 |
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