NICOLET ADVISORY SERVICES, LLC
Q4 2024 13F Holdings
- Locationgreen bay, WI
- Num holdings
380
- Value ($000)
$1,088,597
- Date Filed02/12/2025
- Form type13F-HR
- CIK0001775863
- 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 |
|---|---|---|---|---|---|---|---|
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $152.88M | 14 % | 3,032,163 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $130.98M | 12 % | 1,496,457 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $37.11M | 3 % | 291,094 | ||
AAPL APPLE INC | COM | 037833100 | $36.81M | 3 % | 155,407 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $26.76M | 3 % | 538,402 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $25.80M | 2 % | 542,740 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $25.55M | 2 % | 57,717 | ||
AVEM AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $25.01M | 2 % | 434,232 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $24.87M | 2 % | 94,641 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $24.39M | 2 % | 548,449 |
Rows Per Page
1 - 10 of 38010
- 10
- 50
- 100