Financial Council, LLC
Q4 2024 13F Holdings
- Locationtowson, MD
- Num holdings
91
- Value ($000)
$194,046
- Date Filed02/06/2025
- Form type13F-HR
- CIK0001883629
- 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 |
|---|---|---|---|---|---|---|---|
CGGO CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | 14020X104 | $37.55M | 19 % | 1,285,198 | ||
CGGR CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $15.73M | 8 % | 423,218 | ||
AAPL APPLE INC | COM | 037833100 | $12.59M | 7 % | 50,277 | ||
IUSG ISHARES TR | CORE S&P US GWT | 464287671 | $12.32M | 6 % | 88,389 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $11.11M | 6 % | 217,173 | ||
IUSV ISHARES TR | CORE S&P US VLU | 464287663 | $8.44M | 4 % | 91,203 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $6.96M | 4 % | 79,179 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $6.66M | 3 % | 106,847 | ||
IWV ISHARES TR | RUSSELL 3000 ETF | 464287689 | $5.27M | 3 % | 15,763 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $5.18M | 3 % | 8,803 |
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