Financial Advisory Corp
Q3 2025 13F Holdings
- Locationgrand rapids, MI
- Num holdings
52
- Value ($000)
$679,206
- Date Filed10/08/2025
- Form type13F-HR
- CIK0001813369
- 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 |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $125.23 M | 18 % | 187,111 | ||
IWP ISHARES TR | RUS MD CP GR ETF | 464287481 | $105.59 M | 16 % | 741,438 | ||
TFLO ISHARES TR | TRS FLT RT BD | 46434V860 | $83.33 M | 12 % | 1,647,090 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $59.01 M | 9 % | 282,758 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $48.12 M | 7 % | 803,012 | ||
SCZ ISHARES TR | EAFE SML CP ETF | 464288273 | $45.85 M | 7 % | 597,672 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $42.14 M | 6 % | 225,945 | ||
IBTG ISHARES TR | IBONDS 26 TRM TS | 46436E858 | $34.12 M | 5 % | 1,486,879 | ||
XLV SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | $24.95 M | 4 % | 179,268 | ||
IBTI ISHARES TR | IBONDS 28 TRM TS | 46436E833 | $18.33 M | 3 % | 818,740 |
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