Tennessee Valley Asset Management Partners

Q4 2024 13F Holdings

  • Location
    knoxville, TN
  • Num holdings

    154

  • Value ($000)

    $597,497

  • Date Filed
    01/21/2025
  • Form type
    13F-HR
  • CIK
    0001826790
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KRE
KRE

SPDR SER TR

PORTFOLIO S&P500
78464A854
$130.21M
22 %

1,888,722

IUSG
IUSG

ISHARES TR

CORE S&P US GWT
464287671
$54.67M
9 %

392,339

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$43.90M
7 %

151,478

SPYV
SPYV

SPDR SER TR

PRTFLO S&P500 VL
78464A508
$28.26M
5 %

552,524

DYNF
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$26.24M
4 %

512,038

IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$22.68M
4 %

322,726

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$19.53M
3 %

43,078

IGLB
IGLB

ISHARES TR

10+ YR INVST GRD
464289511
$18.40M
3 %

372,429

SPDW
SPDW

SPDR INDEX SHS FDS

PORTFOLIO DEVLPD
78463X889
$14.45M
2 %

423,365

IUSB
IUSB

ISHARES TR

CORE TOTAL USD
46434V613
$14.12M
2 %

312,345

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