KFA Private Wealth Group, LLC
Q4 2024 13F Holdings
- Locationtysons, VA
- Num holdings
90
- Value ($000)
$238,806
- Date Filed01/22/2025
- Form type13F-HR
- CIK0001800556
- 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 |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $45.56M | 19 % | 77,388 | ||
FBCG FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | 316092352 | $39.33M | 17 % | 850,263 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $14.38M | 6 % | 320,407 | ||
SHV ISHARES TR | SHORT TREAS BD | 464288679 | $9.30M | 4 % | 84,503 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $8.76M | 4 % | 68,074 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $7.69M | 3 % | 147,251 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $7.57M | 3 % | 121,470 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $7.30M | 3 % | 43,098 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $6.61M | 3 % | 57,326 | ||
ISTB ISHARES TR | CORE 1 5 YR USD | 46432F859 | $6.53M | 3 % | 136,655 |
Rows Per Page
1 - 10 of 9010
- 10
- 50
- 100