Edge Financial Advisors LLC
Q4 2024 13F Holdings
- Locationwheaton, IL
- Num holdings
92
- Value ($000)
$111,938
- Date Filed01/17/2025
- Form type13F-HR
- CIK0002011402
- 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 |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $11.41M | 10 % | 19,466 | ||
AAPL APPLE INC | COM | 037833100 | $6.90M | 6 % | 27,547 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $4.15M | 4 % | 120,121 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $3.61M | 3 % | 8,806 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $3.09M | 3 % | 105,845 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $2.73M | 2 % | 80,716 | ||
IQLT ISHARES TR | MSCI INTL QUALTY | 46434V456 | $2.65M | 2 % | 71,476 | ||
SPHQ INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 46137V241 | $2.48M | 2 % | 37,060 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $2.42M | 2 % | 4,486 | ||
PALC PACER FDS TR | LUNT LRGCP MULTI | 69374H816 | $2.39M | 2 % | 48,486 |
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