ACT WEALTH MANAGEMENT, LLC
Q4 2024 13F Holdings
- Locationplano, TX
- Num holdings
46
- Value ($000)
$213,903
- Date Filed01/16/2025
- Form type13F-HR
- CIK0001814191
- 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 |
|---|---|---|---|---|---|---|---|
VXF VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $35.51M | 17 % | 186,918 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $30.44M | 14 % | 238,579 | ||
IWB ISHARES TR | RUS 1000 ETF | 464287622 | $24.12M | 11 % | 74,879 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $20.86M | 10 % | 86,164 | ||
CEMB ISHARES INC | JP MRG EM CRP BD | 464286251 | $19.81M | 9 % | 446,266 | ||
HEFA ISHARES TR | HDG MSCI EAFE | 46434V803 | $16.67M | 8 % | 479,817 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $15.96M | 8 % | 862,539 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $8.30M | 4 % | 85,605 | ||
XLF SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 | $7.54M | 4 % | 156,091 | ||
AAPL APPLE INC | COM | 037833100 | $6.94M | 3 % | 27,710 |
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