Financial Advisory Corp
Q4 2025 13F Holdings
- Locationgrand rapids, MI
- Num holdings
51
- Value ($000)
$687,616
- Date Filed01/27/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $126.19M | 18 % | 184,231 | ||
ISHARES TR | RUS MD CP GR ETF | 464287481 | $103.06M | 15 % | 752,605 | ||
ISHARES TR | TRS FLT RT BD | 46434V860 | $80.43M | 12 % | 1,593,868 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $60.3M | 9 % | 284,736 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $48.49M | 7 % | 776,222 | ||
ISHARES TR | EAFE SML CP ETF | 464288273 | $45.97M | 7 % | 592,938 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | $41.67M | 6 % | 218,180 | ||
ISHARES TR | IBONDS 26 TRM TS | 46436E858 | $37.16M | 5 % | 1,624,264 | ||
SELECT SECTOR SPDR TR | STATE STREET HEA | 81369Y209 | $26.84M | 4 % | 173,415 | ||
ISHARES TR | IBONDS 28 TRM TS | 46436E833 | $21.96M | 3 % | 981,842 |
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