Nicholas Hoffman & Company, LLC.

Q4 2024 13F Holdings

  • Location
    atlanta, GA
  • Num holdings

    288

  • Value ($000)

    $2,499,394

  • Date Filed
    01/31/2025
  • Form type
    13F-HR
  • CIK
    0001678953
  • 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
VOO
VOO

VANGUARD S&P 500 ETF

ETF
$511.18M
21 %

948,720

VEA
VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

ETF
$401.17M
16 %

8,389,147

VO
VO

VANGUARD MID-CAP ETF

ETF
$197.08M
8 %

746,133

VWO
VWO

VANGUARD FTSE EMERGING MARKETS ETF

ETF
$187.07M
8 %

4,247,675

VIG
VIG

VANGUARD DIVIDEND APPRECIATION ETF

ETF
$157.50M
6 %

804,288

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL CL B NEW

STOCK
$130.22M
5 %

287,292

VB
VB

VANGUARD SMALL-CAP ETF

ETF
$115.18M
5 %

479,340

NDQ
NDQ

INVESCO QQQ TRUST SERIES I

ETF
$83.67M
3 %

163,659

MSFT
MSFT

MICROSOFT CORP COM

STOCK
$65.81M
3 %

156,129

VTI
VTI

VANGUARD TOTAL STOCK MARKET ETF

ETF
$59.45M
2 %

205,151

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