WEALTHGARDEN F.S. LLC

Q4 2024 13F Holdings

  • Location
    el segundo, CA
  • Num holdings

    122

  • Value ($000)

    $106,977

  • Date Filed
    02/03/2025
  • Form type
    13F-HR
  • CIK
    0002023633
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
QUAL
QUAL

ISHARES TR

MSCI USA QLT FCT
46432F339
$6.14M
6 %

34,454

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$5.20M
5 %

8,828

IVW
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$3.85M
4 %

37,872

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$3.12M
3 %

23,215

DYNF
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$2.89M
3 %

56,447

SCHG
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
808524300
$2.28M
2 %

81,711

SCHD
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
808524797
$2.21M
2 %

80,772

QQQM
QQQM

INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF
46138G649
$2.21M
2 %

10,479

KRE
KRE

SPDR SER TR

PORTFOLIO S&P500
78464A854
$2.20M
2 %

31,840

AAPL
AAPL

APPLE INC

COM
037833100
$2.17M
2 %

8,658

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