Gallagher Fiduciary Advisors, LLC

Q4 2024 13F Holdings

  • Location
    rolling meadows, IL
  • Num holdings

    298

  • Value ($000)

    $510,852

  • Date Filed
    02/14/2025
  • Form type
    13F-HR
  • CIK
    0001527781
  • 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
LQD
LQD

ISHARES TR

IBOXX INV CP ETF
$42.79M
8 %

400,506

SHYG
SHYG

ISHARES TR

0-5YR HI YL CP
$33.67M
7 %

790,269

IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
$22.43M
4 %

319,085

IEMG
IEMG

ISHARES INC

CORE MSCI EMKT
$21.96M
4 %

420,613

IUSG
IUSG

ISHARES TR

CORE S&P US GWT
$19.20M
4 %

137,751

VBR
VBR

VANGUARD INDEX FDS

SM CP VAL ETF
$17.71M
4 %

89,366

AVUV
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
$15.33M
3 %

158,817

VIOV
VIOV

VANGUARD ADMIRAL FDS INC

SMLCP 600 VAL
$15.17M
3 %

162,579

VBK
VBK

VANGUARD INDEX FDS

SML CP GRW ETF
$14.44M
3 %

51,546

ISCG
ISCG

ISHARES TR

MRGSTR SM CP GR
$13.93M
3 %

281,596

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