Lantz Financial LLC
Q4 2024 13F Holdings
- Locationnaperville, IL
- Num holdings
227
- Value ($000)
$375,192
- Date Filed01/21/2025
- Form type13F-HR
- CIK0001766883
- 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 | $33.44M | 9 % | 56,809 | ||
CGXU CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 14019W109 | $11.64M | 3 % | 471,769 | ||
HDV ISHARES TR | CORE HIGH DV ETF | 46429B663 | $11.12M | 3 % | 99,039 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $11.05M | 3 % | 26,211 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $10.70M | 3 % | 36,918 | ||
BJUN INNOVATOR ETFS TRUST | US EQTY BUFR JUN | 45782C755 | $10.60M | 3 % | 255,191 | ||
AAPL APPLE INC | COM | 037833100 | $8.29M | 2 % | 33,119 | ||
IJUL INNOVATOR ETFS TRUST | INTRNL DEV JULY | 45782C722 | $7.86M | 2 % | 283,804 | ||
BSCQ INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 46138J791 | $7.45M | 2 % | 383,526 | ||
DFSV DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $6.55M | 2 % | 212,791 |
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