Financial Advisory Corp
Q4 2024 13F Holdings
- Locationgrand rapids, MI
- Num holdings
40
- Value ($000)
$573,073
- Date Filed02/26/2025
- Form type13F-HR
- CIK0001813369
- 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 |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $105.95M | 19 % | 179,983 | ||
IWP ISHARES TR | RUS MD CP GR ETF | 464287481 | $93.27M | 16 % | 735,876 | ||
TFLO ISHARES TR | TRS FLT RT BD | 46434V860 | $80.42M | 14 % | 1,593,449 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $48.77M | 9 % | 246,091 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $45.11M | 8 % | 943,314 | ||
SCZ ISHARES TR | EAFE SML CP ETF | 464288273 | $43.24M | 8 % | 711,744 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $36.93M | 6 % | 218,139 | ||
IBTG ISHARES TR | IBONDS 26 TRM TS | 46436E858 | $31.63M | 6 % | 1,386,484 | ||
XLV SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | $22.04M | 4 % | 160,244 | ||
IYR ISHARES TR | U.S. REAL ES ETF | 464287739 | $13.13M | 2 % | 141,065 |
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