Econ Financial Services Corp
Q4 2024 13F Holdings
- Locationharrisburg, PA
- Num holdings
81
- Value ($000)
$174,293
- Date Filed01/27/2025
- Form type13F-HR
- CIK0001659718
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
JCPB J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $12.94 M | 7 % | 280,897 | ||
PYLD PIMCO ETF TR | MULTISECTOR BD | 72201R585 | $9.13 M | 5 % | 352,093 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $8.76 M | 5 % | 76,019 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $8.64 M | 5 % | 122,954 | ||
XLE SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | $6.95 M | 4 % | 81,077 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $6.05 M | 4 % | 97,057 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $5.75 M | 3 % | 210,387 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $5.71 M | 3 % | 116,492 | ||
VCLT VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 92206C813 | $5.24 M | 3 % | 70,088 | ||
KHC KRAFT HEINZ CO | COM | 500754106 | $3.77 M | 2 % | 122,813 |
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