Valmark Advisers, Inc.
Q4 2024 13F Holdings
- Locationakron, OH
- Num holdings
591
- Value ($000)
$6,456,499
- Date Filed01/30/2025
- Form type13F-HR
- CIK0001380443
- 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 |
|---|---|---|---|---|---|---|---|
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $556.82M | 9 % | 11,643,989 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $407.44M | 6 % | 4,635,243 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $392.05M | 6 % | 7,666,293 | ||
SPMD SPDR SER TR | PORTFOLIO S&P400 | 78464A847 | $327.90M | 5 % | 5,995,677 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $290.54M | 5 % | 539,217 | ||
VTIP VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $281.06M | 4 % | 5,804,617 | ||
KRE SPDR SER TR | PORTFOLIO S&P600 | 78468R853 | $241.77M | 4 % | 5,382,244 | ||
SPSB SPDR SER TR | PORTFOLIO SHORT | 78464A474 | $223.68M | 4 % | 7,491,014 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $185.43M | 3 % | 4,210,383 | ||
SPDR SER TR | PORTFOLI S&P1500 | 78464A805 | $179.68M | 3 % | 2,515,414 |
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