Tennessee Valley Asset Management Partners
Q1 2025 13F Holdings
- Locationknoxville, TN
- Num holdings
158
- Value ($000)
$613,074
- Date Filed04/18/2025
- Form type13F-HR
- CIK0001826790
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $126.05 M | 21 % | 1,916,846 | ||
IUSG ISHARES TR | CORE S&P US GWT | 464287671 | $47.07 M | 8 % | 370,389 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $41.70 M | 7 % | 151,723 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $35.25 M | 6 % | 690,300 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $27.10 M | 4 % | 358,214 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $26.00 M | 4 % | 533,322 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $23.81 M | 4 % | 44,714 | ||
IGLB ISHARES TR | 10+ YR INVST GRD | 464289511 | $19.69 M | 3 % | 391,992 | ||
KRE SPDR SER TR | PORTFOLIO LN TSR | 78464A664 | $19.28 M | 3 % | 707,177 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $15.02 M | 3 % | 412,535 |
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