Nicholas Hoffman & Company, LLC.
Q1 2025 13F Holdings
- Locationatlanta, GA
- Num holdings
285
- Value ($000)
$2,630,965
- Date Filed05/09/2025
- Form type13F-HR
- CIK0001678953
- 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 |
|---|---|---|---|---|---|---|---|
VOO VANGUARD S&P 500 ETF | ETF | 922908363 | $534.21M | 20 % | 1,039,498 | ||
VEA VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 921943858 | $490.38M | 19 % | 9,647,403 | ||
VWO VANGUARD FTSE EMERGING MARKETS ETF | ETF | 922042858 | $223.44M | 9 % | 4,936,764 | ||
VO VANGUARD MID-CAP ETF | ETF | 922908629 | $222.48M | 9 % | 860,276 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW | STOCK | 084670702 | $162.86M | 6 % | 305,803 | ||
VIG VANGUARD DIVIDEND APPRECIATION ETF | ETF | 921908844 | $144.10M | 6 % | 742,806 | ||
VB VANGUARD SMALL-CAP ETF | ETF | 922908751 | $121.76M | 5 % | 549,101 | ||
MSFT MICROSOFT CORP COM | STOCK | 594918104 | $58.36M | 2 % | 155,478 | ||
SPY SPDR S&P 500 ETF TRUST | ETF | 78462F103 | $46.90M | 2 % | 83,844 | ||
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | ETF | 922042775 | $45.59M | 2 % | 751,603 |
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