Accretive Wealth Partners, LLC
Q4 2024 13F Holdings
- Locationparsippany, NJ
- Num holdings
124
- Value ($000)
$235,559
- Date Filed01/30/2025
- Form type13F-HR
- CIK0001844444
- 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 |
|---|---|---|---|---|---|---|---|
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $13.30M | 6 % | 33,108 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $13.27M | 6 % | 213,006 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $11.44M | 5 % | 58,394 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $8.89M | 4 % | 69,693 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $5.69M | 2 % | 49,420 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $5.56M | 2 % | 13,184 | ||
GLDM WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | $5.53M | 2 % | 106,279 | ||
IJS ISHARES TR | SP SMCP600VL ETF | 464287879 | $5.25M | 2 % | 48,320 | ||
AAPL APPLE INC | COM | 037833100 | $5.23M | 2 % | 20,883 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $5.22M | 2 % | 105,456 |
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