XML Financial, LLC
Q4 2024 13F Holdings
- Locationbethesda, MD
- Num holdings
358
- Value ($000)
$1,092,350
- Date Filed01/17/2025
- Form type13F-HR
- CIK0001800465
- 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 |
|---|---|---|---|---|---|---|---|
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $43.16M | 4 % | 1,548,615 | ||
AAPL APPLE INC | COM | 037833100 | $32.85M | 3 % | 131,191 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $32.70M | 3 % | 81,427 | ||
SCHV SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $31.22M | 3 % | 1,197,455 | ||
DGRO ISHARES TR | CORE DIV GRWTH | 46434V621 | $30.91M | 3 % | 503,935 | ||
IWB ISHARES TR | RUS 1000 ETF | 464287622 | $28.79M | 3 % | 89,377 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $25.68M | 2 % | 60,929 | ||
IWR ISHARES TR | RUS MID CAP ETF | 464287499 | $24.21M | 2 % | 273,912 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $21.38M | 2 % | 34,380 | ||
PTY PIMCO CORPORATE & INCOME OPP | COM | 72201B101 | $20.92M | 2 % | 1,455,963 |
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