Eley Financial Management, Inc

Q3 2025 13F Holdings

  • Location
    south burlington, VT
  • Num holdings

    68

  • Value ($000)

    $277,649

  • Date Filed
    11/12/2025
  • Form type
    13F-HR
  • CIK
    0001965267
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARESTR

CORES&P500ETF
464287200
$26.06 M
9 %

38,942

AGG
AGG

ISHARESTR

COREUSAGGBDET
464287226
$25.44 M
9 %

253,743

IJH
IJH

ISHARESTR

CORES&PMCPETF
464287507
$15.86 M
6 %

243,036

IEI
IEI

ISHARESTR

37YRTREASBD
464288661
$12.24 M
4 %

102,415

IGLB
IGLB

ISHARESTR

10+YRINVSTGRD
464289511
$10.33 M
4 %

200,362

NVDA
NVDA

NvidiaCorp

COM
67066G104
$10.18 M
4 %

54,578

MSFT
MSFT

MicrosoftCorp.

COM
594918104
$8.45 M
3 %

16,317

AAPL
AAPL

AppleComputerInc

COM
037833100
$8.16 M
3 %

32,030

SHY
SHY

ISHARESTR

13YRTREASBD
464287457
$7.91 M
3 %

95,382

AVGO
AVGO

BroadcomInc

COM
11135F101
$7.23 M
3 %

21,916

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