Wells Financial Advisors INC
Q4 2024 13F Holdings
- Locationframingham, MA
- Num holdings
78
- Value ($000)
$73,383
- Date Filed02/11/2025
- Form type13F-HR
- CIK0001844454
- 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 |
|---|---|---|---|---|---|---|---|
VUG VANGUARD GROWTH INDEX FUND ETF | EXCHANGE TRADED FUND | 922908736 | $8.18M | 11 % | 19,921 | ||
MGK VANGUARD MEGA CAP GROWTH ETF | EXCHANGE TRADED FUND | 921910816 | $6.58M | 9 % | 19,158 | ||
USMV ISHARES MSCI USA MIN VOL FACTOR ETF | EXCHANGE TRADED FUND | 46429B697 | $5.38M | 7 % | 60,575 | ||
VV VANGUARD LARGE-CAP INDEX FUND ETF | EXCHANGE TRADED FUND | 922908637 | $3.62M | 5 % | 13,432 | ||
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF | EXCHANGE TRADED FUND | 921946406 | $3.49M | 5 % | 27,355 | ||
QUAL ISHARES MSCI USA QUALITY FACTOR ETF | EXCHANGE TRADED FUND | 46432F339 | $3.23M | 4 % | 18,154 | ||
GQ9 SPDR GOLD SHARES ETF | EXCHANGE TRADED FUND | 78463V107 | $3.23M | 4 % | 13,331 | ||
VGSH VANGUARD SHORT-TERM TREASURY ETF | EXCHANGE TRADED FUND | 92206C102 | $3.10M | 4 % | 53,367 | ||
KRE SPDR PORTFOLIO S&P 500 GROWTH ETF | EXCHANGE TRADED FUND | 78464A409 | $2.90M | 4 % | 33,035 | ||
MGV VANGUARD MEGA CAP VALUE ETF | EXCHANGE TRADED FUND | 921910840 | $2.87M | 4 % | 22,965 |
Rows Per Page
1 - 10 of 7810
- 10
- 50
- 100