Addison Advisors LLC
Q4 2024 13F Holdings
- Locationmiddlebury, VT
- Num holdings
839
- Value ($000)
$359,485
- Date Filed02/04/2025
- Form type13F-HR
- CIK0001843745
- 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 |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $18.49M | 5 % | 318,786 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $18.43M | 5 % | 94,129 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $14.35M | 4 % | 34,955 | ||
VTIP VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $12.40M | 3 % | 256,067 | ||
VLUE ISHARES TR | MSCI USA VALUE | 46432F388 | $12.22M | 3 % | 115,666 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $12.16M | 3 % | 297,266 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $9.79M | 3 % | 101,009 | ||
VOT VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 | $9.14M | 3 % | 36,027 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $9.11M | 3 % | 185,785 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $7.01M | 2 % | 16,637 |
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