Ted Buchan & Co
Q4 2024 13F Holdings
- Locationsan diego, CA
- Num holdings
83
- Value ($000)
$211,804
- Date Filed02/12/2025
- Form type13F-HR
- CIK0002033413
- 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 |
|---|---|---|---|---|---|---|---|
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $18.78 M | 9 % | 193,780 | ||
PRF INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 46137V613 | $13.71 M | 7 % | 339,960 | ||
SHY ISHARES TR | 1 3 YR TREAS BD | 464287457 | $11.24 M | 5 % | 137,047 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $11.08 M | 5 % | 18,814 | ||
TIP ISHARES TR | TIPS BD ETF | 464287176 | $10.32 M | 5 % | 96,897 | ||
COWZ PACER FDS TR | US CASH COWS 100 | 69374H881 | $10.21 M | 5 % | 180,700 | ||
NOBL PROSHARES TR | S&P 500 DV ARIST | 74348A467 | $8.06 M | 4 % | 80,960 | ||
VNQ VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $7.90 M | 4 % | 88,637 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $7.86 M | 4 % | 287,782 | ||
KRE SPDR SER TR | S&P BIOTECH | 78464A870 | $7.68 M | 4 % | 85,231 |
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