Financial Designs Corp
Q4 2024 13F Holdings
- Locationclaremont, CA
- Num holdings
20
- Value ($000)
$151,819
- Date Filed01/21/2025
- Form type13F-HR
- CIK0001561383
- 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 |
|---|---|---|---|---|---|---|---|
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $35.85M | 24 % | 278,718 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $23.45M | 15 % | 242,049 | ||
OMFL INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | 46138J619 | $12.88M | 9 % | 237,468 | ||
DIVO AMPLIFY ETF TR | CWP ENHANCED DIV | 032108409 | $11.76M | 8 % | 290,582 | ||
IXUS ISHARES TR | CORE MSCI TOTAL | 46432F834 | $10.79M | 7 % | 163,074 | ||
IVVB BLACKROCK ETF TRUST II | ISHARES LARG CAP | 092528801 | $10.12M | 7 % | 331,447 | ||
VFLO VICTORY PORTFOLIOS II | SHARES FREE CASH | 92647X830 | $8.16M | 5 % | 239,395 | ||
GTO INVESCO ACTIVELY MANAGED EXC | TOTAL RETURN | 46090A804 | $7.00M | 5 % | 150,854 | ||
SPGP INVESCO EXCHANGE TRADED FD T | S&P 500 GARP ETF | 46137V431 | $6.87M | 5 % | 65,525 | ||
BALT INNOVATOR ETFS TRUST | DEFINED WLT SHLD | 45783Y855 | $5.59M | 4 % | 177,816 |
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