Weitzel Financial Services, Inc.
Q4 2024 13F Holdings
- Locationdubuque, IA
- Num holdings
41
- Value ($000)
$212,153
- Date Filed02/14/2025
- Form type13F-HR
- CIK0001846789
- 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 |
|---|---|---|---|---|---|---|---|
SPDR PORTFOLIO S P 1500 CMPST ST ETF | PORTFOLI S&P1500 | 78464A805 | $47.84M | 23 % | 664,994 | ||
VEA VANGUARD FTSE DEVELOPED MARKETS ETF | VAN FTSE DEV MKT | 921943858 | $27.34M | 13 % | 570,096 | ||
SCHD SCHWAB US DIVIDEND EQUITY ETF | US DIVDEND EQ | 808524797 | $16.50M | 8 % | 600,291 | ||
BNDX VANGUARD TOTAL INTERNATIONAL BND ETF | TOTAL INT BD ETF | 92203J407 | $13.73M | 7 % | 279,405 | ||
KRE SPDR AGGREGATE BOND ETF | SPDR SER TR | 78464A649 | $13.33M | 6 % | 532,270 | ||
LMBS FRST TRT LOW DTN OPNTS ETF IV | FST LOW OPPT EFT | 33739Q200 | $12.30M | 6 % | 252,769 | ||
AOM ISHARES CORE MODERATE ALLOCATIN ETF | MODERT ALLOC ETF | 464289875 | $11.93M | 6 % | 274,150 | ||
MUB ISHARES NATIONAL MUNI BOND ETF | NATIONAL MUN ETF | 464288414 | $9.75M | 5 % | 91,332 | ||
RDVY FT RISING DIVIDEND ACHIEVERS ETF IV | RISNG DIVD ACHIV | 33738R506 | $8.84M | 4 % | 148,024 | ||
VTI VANGUARD TOTAL STOCK MARKET ETF | TOTAL STK MKT | 922908769 | $7.00M | 3 % | 23,966 |
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