Adaptive Financial Consulting, LLC
Q4 2024 13F Holdings
- Locationbeachwood, OH
- Num holdings
21
- Value ($000)
$241,095
- Date Filed02/03/2025
- Form type13F-HR
- CIK0001804717
- 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 |
|---|---|---|---|---|---|---|---|
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $51.18M | 21 % | 528,169 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $35.22M | 15 % | 451,424 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $26.27M | 11 % | 44,617 | ||
USMV ISHARES TR | MSCI USA MIN VOL | 46429B697 | $19.98M | 8 % | 225,008 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $19.72M | 8 % | 194,214 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $15.22M | 6 % | 29,778 | ||
VANGUARD WORLD FD | CONSUM DIS ETF | 92204A108 | $13.73M | 6 % | 36,579 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $10.76M | 5 % | 153,058 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $10.52M | 4 % | 136,111 | ||
VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | $10.35M | 4 % | 40,804 |
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