Fairhaven Wealth Management, LLC

Q4 2024 13F Holdings

  • Location
    oak brook, IL
  • Num holdings

    116

  • Value ($000)

    $319,718

  • Date Filed
    02/04/2025
  • Form type
    13F-HR
  • CIK
    0001767056
  • 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
IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$60.98M
19 %

103,591

IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$29.36M
9 %

417,732

IJH
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$24.53M
8 %

393,736

AAPL
AAPL

APPLE INC

COM
037833100
$19.82M
6 %

79,165

IJR
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$15.04M
5 %

130,494

IEMG
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$12.31M
4 %

235,639

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$8.37M
3 %

19,849

SCZ
SCZ

ISHARES TR

EAFE SML CP ETF
464288273
$7.67M
2 %

126,327

ORCL
ORCL

ORACLE CORP

COM
68389X105
$7.18M
2 %

43,094

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$7.14M
2 %

24,643

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