OLIVER LAGORE VANVALIN INVESTMENT GROUP

Q3 2024 13F Holdings

  • Location
    flint, MI
  • Num holdings

    685

  • Value ($000)

    $373,888

  • Date Filed
    11/04/2024
  • Form type
    13F-HR
  • CIK
    0001907568
  • 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 Q3 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SPY
SPY

SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT

COM
78462F103
$105.08M
28 %

183,147

KRE
KRE

SPDR BLOOMBERG 1-3 MONTH T-BILL ETF

COM
78468R663
$17.63M
5 %

192,010

IEI
IEI

ISHARES TR 3 7 YR TREAS BD

COM
464288661
$13.80M
4 %

115,354

IEF
IEF

ISHARES TR 7-10 YR TRSY BD

COM
464287440
$13.04M
4 %

132,883

GSST
GSST

GOLDMAN SACHS ETF TR ACES ULTRA SHR

COM
381430230
$8.97M
2 %

177,135

KRE
KRE

SPDR PORTFOLIO S&P 500 ETF

COM
78464A854
$8.78M
2 %

129,986

QQQM
QQQM

INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF

COM
46138G649
$8.16M
2 %

40,620

IBIT
IBIT

ISHARES BITCOIN TRUST ETF

COM
46438F101
$7.27M
2 %

201,092

SHY
SHY

ISHARES TRUST 1-3 YEAR TREASURY BOND ETF

COM
464287457
$6.57M
2 %

79,029

HYG
HYG

ISHARES TR IBOXX HI YD ETF

COM
464288513
$6.26M
2 %

77,896

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