Farrell Financial LLC
Q4 2024 13F Holdings
- Locationorchard park, NY
- Num holdings
66
- Value ($000)
$139,868
- Date Filed01/16/2025
- Form type13F-HR
- CIK0002031235
- 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 |
|---|---|---|---|---|---|---|---|
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $16.11M | 12 % | 59,719 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $9.79M | 7 % | 422,183 | ||
ESGV VANGUARD WORLD FD | ESG US STK ETF | 921910733 | $9.48M | 7 % | 90,394 | ||
AAPL APPLE INC | COM | 037833100 | $8.10M | 6 % | 32,351 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $6.34M | 5 % | 24,000 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $6.06M | 4 % | 25,211 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $5.74M | 4 % | 120,032 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $5.49M | 4 % | 68,411 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $5.38M | 4 % | 74,880 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $4.62M | 3 % | 49,827 |
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