USA FINANCIAL FORMULAS
Q4 2024 13F Holdings
- Locationada, MI
- Num holdings
286
- Value ($000)
$636,432
- Date Filed01/14/2025
- Form type13F-HR
- CIK0001633716
- 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 |
|---|---|---|---|---|---|---|---|
IVW iShares S&P 500 Growth ETF | S&P 500 GRWT ETF | 464287309 | $83.99M | 13 % | 827,204 | ||
SPY SPDR S&P 500 | TR UNIT | 78462F103 | $80.90M | 13 % | 138,043 | ||
DIA SPDR Dow Jones Industrial Average ETF | UT SER 1 | 78467X109 | $80.61M | 13 % | 189,444 | ||
IVE iShares S&P 500 Value ETF | S&P 500 VAL ETF | 464287408 | $77.19M | 12 % | 404,398 | ||
IYR BlackRock Institutional Trust Company N.A. - BTC iShares U.S. Real Est | ETF | 464287739 | $74.62M | 12 % | 801,813 | ||
LQD iShares iBoxx USD Inv Grade Corp Bond ETF | IBOXX INV CP ETF | 464287242 | $42.48M | 7 % | 397,597 | ||
IVV iShares Core S&P 500 | CORE S&P500 ETF | 464287200 | $36.68M | 6 % | 62,304 | ||
KRE SPDR Series Trust - SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | BLOOMBERG 1-3 MO | 78468R663 | $23.09M | 4 % | 252,502 | ||
HYG iShares iBoxx USD High Yield Corp Bond ETF | IBOXX HI YD ETF | 464288513 | $9.77M | 2 % | 124,266 | ||
TMUS T-Mobile US Inc | COM | 872590104 | $2.80M | 0 % | 12,691 |
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