ELEVATE WEALTH ADVISORY, INC
Q4 2024 13F Holdings
- Locationathens, GA
- Num holdings
117
- Value ($000)
$133,350
- Date Filed02/11/2025
- Form type13F-HR
- CIK0002011651
- 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 |
|---|---|---|---|---|---|---|---|
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $13.91M | 10 % | 108,733 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $11.86M | 9 % | 204,404 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $10.94M | 8 % | 142,941 | ||
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $8.68M | 7 % | 248,077 | ||
STIP ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | $7.56M | 6 % | 76,203 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $6.11M | 5 % | 64,333 | ||
AVDV AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $4.74M | 4 % | 73,985 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $4.69M | 4 % | 89,739 | ||
EFV ISHARES TR | EAFE VALUE ETF | 464288877 | $4.39M | 3 % | 83,587 | ||
IDEV ISHARES TR | CORE MSCI INTL | 46435G326 | $4.20M | 3 % | 65,171 |
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