Inlight Wealth Management, LLC
Q4 2024 13F Holdings
- Locationatlanta, GA
- Num holdings
50
- Value ($000)
$152,040
- Date Filed02/13/2025
- Form type13F-HR
- CIK0001731795
- 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 |
|---|---|---|---|---|---|---|---|
VEA VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 921943858 | $13.73M | 9 % | 287,055 | ||
CEF/U SPROTT PHYSICAL GOLD & SILVER TRUST | CEF | 85208R101 | $10.80M | 7 % | 454,660 | ||
IJR ISHARES CORE S&P SMALL CAP ETF | ETF | 464287804 | $10.55M | 7 % | 117,702 | ||
RSP INVESCO S&P 500 EQUAL WEIGHT ETF | ETF | 46137V357 | $10.43M | 7 % | 59,528 | ||
COWZ PACER US CASH COWS 100 ETF | ETF | 69374H881 | $10.14M | 7 % | 179,514 | ||
VTV VANGUARD VALUE ETF | ETF | 922908744 | $8.41M | 6 % | 49,651 | ||
IWS ISHARES RUSSELL MID-CAP VALUE ETF | ETF | 464287473 | $7.18M | 5 % | 55,548 | ||
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF | ETF | 46434V456 | $6.80M | 5 % | 183,319 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW | STOCK | 084670702 | $5.86M | 4 % | 12,934 | ||
DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | ETF | 97717W281 | $5.45M | 4 % | 111,450 |
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