JIM SAULNIER & ASSOCIATES, LLC
Q4 2024 13F Holdings
- Locationfort collins, CO
- Num holdings
93
- Value ($000)
$115,846
- Date Filed01/22/2025
- Form type13F-HR
- CIK0002044420
- 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 |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 | $13.19M | 11 % | 144,257 | ||
AOR ISHARES TR | GRWT ALLOCAT ETF | 464289867 | $11.74M | 10 % | 204,781 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $6.15M | 5 % | 128,574 | ||
AOA ISHARES TR | AGGRES ALLOC ETF | 464289859 | $6.11M | 5 % | 79,696 | ||
SGOV ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $5.60M | 5 % | 55,816 | ||
GVI ISHARES TR | INTRM GOV CR ETF | 464288612 | $3.50M | 3 % | 33,576 | ||
ILCG ISHARES TR | MORNINGSTAR GRWT | 464287119 | $3.42M | 3 % | 38,151 | ||
BIV VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $3.41M | 3 % | 45,598 | ||
ILCB ISHARES TR | MORNINGSTR US EQ | 464287127 | $3.26M | 3 % | 40,174 | ||
ILCV ISHARES TR | MORNINGSTAR VALU | 464288109 | $3.21M | 3 % | 39,663 |
Rows Per Page
1 - 10 of 9310
- 10
- 50
- 100