Orgel Wealth Management, LLC
Q4 2024 13F Holdings
- Locationaltoona, WI
- Num holdings
86
- Value ($000)
$3,830,921
- Date Filed01/15/2025
- Form type13F-HR
- CIK0001658535
- 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 |
|---|---|---|---|---|---|---|---|
VGSH VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $431.12M | 11 % | 7,410,127 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $358.71M | 9 % | 3,366,629 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $302.22M | 8 % | 11,062,243 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $290.95M | 8 % | 3,309,979 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $267.94M | 7 % | 455,150 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $233.67M | 6 % | 3,249,533 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $228.45M | 6 % | 1,282,828 | ||
VYMI VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | $175.76M | 5 % | 2,589,224 | ||
VIOO VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 921932828 | $172.84M | 5 % | 1,629,934 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $154.88M | 4 % | 8,371,941 |
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