ACAS, LLC
Q4 2024 13F Holdings
- Locationrancho santa fe, CA
- Num holdings
86
- Value ($000)
$135,037
- Date Filed02/06/2025
- Form type13F-HR
- CIK0001859505
- 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 |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $9.95M | 7 % | 42,796 | ||
CGGR CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $9.72M | 7 % | 245,979 | ||
CGDV CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $9.13M | 7 % | 247,331 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $8.31M | 6 % | 17,540 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $6.93M | 5 % | 66,063 | ||
AMZN AMAZON COM INC | COM | 023135106 | $5.75M | 4 % | 24,343 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $5.30M | 4 % | 78,236 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $4.52M | 3 % | 23,001 | ||
COST COSTCO WHSL CORP NEW | COM | 22160K105 | $3.73M | 3 % | 3,579 | ||
FTLS FIRST TR EXCH TRADED FD III | LNG/SHT EQUITY | 33739P103 | $3.56M | 3 % | 52,550 |
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