Accelerate Investment Advisors LLC

Q4 2024 13F Holdings

  • Location
    aliso viejo, CA
  • Num holdings

    100

  • Value ($000)

    $113,391

  • Date Filed
    01/13/2025
  • Form type
    13F-HR
  • CIK
    0002035216
  • 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
KRE
KRE

SPDR SER TR

PORTFOLIO S&P500
78464A854
$16.94M
15 %

245,742

AGG
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$11.02M
10 %

113,705

IDEV
IDEV

ISHARES TR

CORE MSCI INTL
46435G326
$9.26M
8 %

143,608

FBND
FBND

FIDELITY MERRIMACK STR TR

TOTAL BD ETF
316188309
$5.81M
5 %

129,393

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$4.78M
4 %

8,116

VO
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$4.77M
4 %

18,045

AAPL
AAPL

APPLE INC

COM
037833100
$3.61M
3 %

14,399

VWO
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$3.17M
3 %

71,917

AMZN
AMZN

AMAZON COM INC

COM
023135106
$2.94M
3 %

13,386

SCHA
SCHA

SCHWAB STRATEGIC TR

US SML CAP ETF
808524607
$2.19M
2 %

84,861

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