5T Wealth, LLC
Q4 2024 13F Holdings
- Locationnapa, CA
- Num holdings
97
- Value ($000)
$182,873
- Date Filed01/31/2025
- Form type13F-HR
- CIK0002039313
- 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 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $16.01M | 9 % | 354,141 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $12.62M | 7 % | 70,858 | ||
BBUS J P MORGAN EXCHANGE TRADED F | BETABUILDRS US | 46641Q399 | $10.25M | 6 % | 96,793 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $10.04M | 6 % | 17,048 | ||
CGGR CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $5.47M | 3 % | 147,204 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $4.93M | 3 % | 25,845 | ||
EFV ISHARES TR | EAFE VALUE ETF | 464288877 | $4.81M | 3 % | 91,705 | ||
BBIN J P MORGAN EXCHANGE TRADED F | BETABUILDERS I | 46641Q373 | $4.56M | 3 % | 79,829 | ||
UBER UBER TECHNOLOGIES INC | COM | 90353T100 | $4.13M | 2 % | 68,408 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $3.86M | 2 % | 75,237 |
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