Fairway Financial, LLC
Q4 2024 13F Holdings
- Locationcasselberry, FL
- Num holdings
21
- Value ($000)
$109,549
- Date Filed02/03/2025
- Form type13F-HR
- CIK0001921009
- 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 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $15.77M | 14 % | 54,419 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $9.54M | 9 % | 342,455 | ||
DGRO ISHARES TR | CORE DIV GRWTH | 46434V621 | $9.19M | 8 % | 149,842 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $9.08M | 8 % | 332,422 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $7.90M | 7 % | 427,197 | ||
RDVY FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 33738R506 | $7.29M | 7 % | 123,202 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $6.49M | 6 % | 32,723 | ||
LMBS FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 33739Q200 | $6.37M | 6 % | 130,844 | ||
FTSM FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 33739Q408 | $5.77M | 5 % | 96,609 | ||
SCHZ SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | $5.67M | 5 % | 249,780 |
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