Ullmann Wealth Partners Group, LLC
Q4 2024 13F Holdings
- Locationjacksonville beach, FL
- Num holdings
137
- Value ($000)
$774,953
- Date Filed01/14/2025
- Form type13F-HR
- CIK0001697725
- 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 |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $143.51M | 19 % | 243,775 | ||
LRGF ISHARES TR | U S EQUITY FACTR | 46434V282 | $92.93M | 12 % | 1,539,884 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $83.15M | 11 % | 646,449 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $40.74M | 5 % | 1,205,662 | ||
SMLF ISHARES TR | US SML CAP EQT | 46434V290 | $38.34M | 5 % | 568,074 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $36.58M | 5 % | 886,300 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $32.12M | 4 % | 1,242,757 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $30.95M | 4 % | 77,076 | ||
IXUS ISHARES TR | CORE MSCI TOTAL | 46432F834 | $21.56M | 3 % | 325,996 | ||
MEAR ISHARES U S ETF TR | SHORT MATURITY M | 46431W838 | $17.36M | 2 % | 347,628 |
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