Ted Buchan & Co
Q1 2025 13F Holdings
- Locationsan diego, CA
- Num holdings
86
- Value ($000)
$211,450
- Date Filed05/13/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $19.07 M | 9 % | 192,777 | ||
PRF INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | 46137V613 | $13.16 M | 6 % | 325,647 | ||
SHY ISHARES TR | 1 3 YR TREAS BD | 464287457 | $11.38 M | 5 % | 137,560 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $11.22 M | 5 % | 19,975 | ||
TIP ISHARES TR | TIPS BD ETF | 464287176 | $10.95 M | 5 % | 98,553 | ||
COWZ PACER FDS TR | US CASH COWS 100 | 69374H881 | $9.39 M | 4 % | 171,541 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $8.45 M | 4 % | 302,099 | ||
VNQ VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $8.30 M | 4 % | 91,715 | ||
XLE SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | $7.48 M | 4 % | 80,012 | ||
NOBL PROSHARES TR | S&P 500 DV ARIST | 74348A467 | $7.34 M | 4 % | 71,797 |
Rows Per Page
10
- 10
- 50
- 100