Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Q4 2024 13F Holdings
- Locationseattle, WA
- Num holdings
612
- Value ($000)
$3,686,127
- Date Filed01/21/2025
- Form type13F-HR
- CIK0001510434
- 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 |
|---|---|---|---|---|---|---|---|
MTUM ISHARES TR | MSCI USA MMENTM | 46432F396 | $206.09M | 6 % | 995,986 | ||
VTIP VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $180.56M | 5 % | 3,729,095 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $170.66M | 5 % | 958,349 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $168.24M | 5 % | 2,156,665 | ||
AAPL APPLE INC | COM | 037833100 | $113.83M | 3 % | 454,544 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $107.84M | 3 % | 2,635,288 | ||
IQLT ISHARES TR | MSCI INTL QUALTY | 46434V456 | $106.95M | 3 % | 2,881,182 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $98.67M | 3 % | 1,229,252 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $91.29M | 3 % | 679,765 | ||
EFV ISHARES TR | EAFE VALUE ETF | 464288877 | $86.75M | 2 % | 1,653,265 |
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