Falcon Wealth Planning
Q4 2024 13F Holdings
- Locationontario, CA
- Num holdings
161
- Value ($000)
$897,052
- Date Filed01/22/2025
- Form type13F-HR
- CIK0001839850
- 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 |
|---|---|---|---|---|---|---|---|
AVLV AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $79.06 M | 9 % | 1,184,004 | ||
MGK VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 | $60.40 M | 7 % | 175,886 | ||
AAPL APPLE INC | COM | 037833100 | $59.56 M | 7 % | 237,826 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $49.78 M | 6 % | 1,109,388 | ||
BINC BLACKROCK ETF TRUST II | FLEXIBLE INCOME | 092528603 | $41.58 M | 5 % | 799,238 | ||
PYLD PIMCO ETF TR | MULTISECTOR BD | 72201R585 | $41.56 M | 5 % | 1,603,290 | ||
VGSH VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $41.31 M | 5 % | 710,035 | ||
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $41.25 M | 5 % | 1,162,601 | ||
DFAE DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | $38.35 M | 4 % | 1,511,576 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $37.11 M | 4 % | 72,585 |
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