Campbell Wealth Management
Q4 2024 13F Holdings
- Locationalexandria, VA
- Num holdings
97
- Value ($000)
$1,111
- Date Filed01/30/2025
- Form type13F-HR
- CIK0001736648
- 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 |
|---|---|---|---|---|---|---|---|
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $365.78K | 33 % | 15,779,897 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $132.94K | 12 % | 1,371,949 | ||
SCHI SCHWAB STRATEGIC TR | 5 10YR CORP BD | 808524698 | $125.40K | 11 % | 5,681,777 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $79.22K | 7 % | 193,020 | ||
DIA SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 | $71.83K | 7 % | 168,821 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $66.71K | 6 % | 863,284 | ||
XLI SELECT SECTOR SPDR TR | INDL | 81369Y704 | $41.63K | 4 % | 315,965 | ||
XLF SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 | $36.55K | 3 % | 756,328 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $30.30K | 3 % | 51,463 | ||
SCHM SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | $25.57K | 2 % | 922,911 |
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