Vigilare Wealth Management

Q4 2024 13F Holdings

  • Location
    scottsdale, AZ
  • Num holdings

    90

  • Value ($000)

    $246,296

  • Date Filed
    01/13/2025
  • Form type
    13F-HR
  • CIK
    0001730889
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SGOV
SGOV

ISHARES 0-3 MONTH TREASURY BOND ETF

ETF
$98.62M
40 %

983,026

SPLV
SPLV

INVESCO S&P 500 LOW VOLATILITY ETF

ETF
$15.74M
6 %

224,875

SPHQ
SPHQ

INVESCO S&P 500 QUALITY ETF

ETF
$13.37M
5 %

199,391

KRE
KRE

SPDR BLOOMBERG 1-3 MONTH T-BILL ETF

ETF
$11.67M
5 %

127,686

AAPL
AAPL

APPLE INC

STOCK
$8.58M
4 %

34,268

VIG
VIG

VANGUARD DIVIDEND APPRECIATION ETF

ETF
$8.27M
3 %

42,206

GQ9
GQ9

SPDR GOLD ETF

ETF
$7.92M
3 %

32,726

SHY
SHY

ISHARES 1-3 YR TREASURY BOND ETF

ETF
$7.61M
3 %

92,827

AMZN
AMZN

AMAZON.COM INC

STOCK
$4.67M
2 %

21,267

BND
BND

VANGUARD TOTAL BOND MARKET ETF

ETF
$4.65M
2 %

64,618

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