VCI Wealth Management LLC
Q4 2024 13F Holdings
- Locationst louis, MO
- Num holdings
86
- Value ($000)
$235,616
- Date Filed02/11/2025
- Form typerestatement
- CIK0002009388
- 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 |
|---|---|---|---|---|---|---|---|
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $20.15M | 9 % | 406,994 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $11.83M | 5 % | 28,060 | ||
AAPL APPLE INC | COM | 037833100 | $11.45M | 5 % | 45,729 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $10.73M | 5 % | 212,925 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $10.09M | 4 % | 210,914 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $9.83M | 4 % | 73,214 | ||
AMZN AMAZON COM INC | COM | 023135106 | $7.04M | 3 % | 32,069 | ||
VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 | $6.52M | 3 % | 143,735 | ||
SCHP SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | $6.51M | 3 % | 251,999 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $6.36M | 3 % | 82,291 |
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