Edmonds Duncan Registered Investment Advisors, LLC
Q3 2024 13F Holdings
- Locationlawrence, KS
- Num holdings
108
- Value ($000)
$456,605
- Date Filed11/13/2024
- Form type13F-HR
- CIK0001668155
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
FBND FIDELITY TOTAL BOND ETF | ETF | 316188309 | $34.72M | 8 % | 742,863 | ||
VIG VANGUARD DIVIDEND APPRECIATION ETF | ETF | 921908844 | $34.46M | 8 % | 173,993 | ||
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | ETF | 78463X889 | $34.03M | 8 % | 906,065 | ||
KRE SPDR PORTFOLIO S&P 500 GROWTH ETF | ETF | 78464A409 | $32.27M | 7 % | 389,070 | ||
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF | ETF | 78464A508 | $31.90M | 7 % | 603,545 | ||
IEF ISHARES 7-10 YEAR TREASURY BOND ETF | ETF | 464287440 | $27.81M | 6 % | 283,418 | ||
FLTR VANECK IG FLOATING RATE ETF | ETF | 92189F486 | $27.20M | 6 % | 1,067,999 | ||
VOE VANGUARD MID-CAP VALUE ETF | ETF | 922908512 | $14.39M | 3 % | 85,805 | ||
VBR VANGUARD SMALL CAP VALUE ETF | ETF | 922908611 | $14.10M | 3 % | 70,228 | ||
DFIS DIMENSIONAL INTERNATIONAL SMALL CAP ETF | ETF | 25434V773 | $13.91M | 3 % | 518,622 |
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