SAM Advisors, LLC
Q4 2024 13F Holdings
- Locationoakhurst, CA
- Num holdings
39
- Value ($000)
$276,506
- Date Filed02/03/2025
- Form type13F-HR
- CIK0001600944
- 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 |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $89.31M | 32 % | 308,256 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $42.71M | 15 % | 724,798 | ||
KRE SPDR SER TR | BLOOMBERG SHT TE | 78468R408 | $20.68M | 8 % | 863,664 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $19.49M | 7 % | 38,116 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $16.68M | 6 % | 69,392 | ||
JPEM J P MORGAN EXCHANGE TRADED F | DIV RTN EM EQT | 46641Q308 | $9.71M | 4 % | 186,947 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $9.30M | 3 % | 20,494 | ||
IYG ISHARES TR | U.S. FIN SVC ETF | 464287770 | $9.14M | 3 % | 117,615 | ||
BKLN INVESCO EXCH TRADED FD TR II | SR LN ETF | 46138G508 | $5.96M | 2 % | 282,926 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $5.35M | 2 % | 12,683 |
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