Wayfinding Financial, LLC

Q4 2024 13F Holdings

  • Location
    lynnwood, WA
  • Num holdings

    137

  • Value ($000)

    $187

  • Date Filed
    02/11/2025
  • Form type
    13F-HR
  • CIK
    0001898131
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP

COM
594918104
$20.85K
11 %

49,457

IVV
IVV

ISHARES CORE SP 500

COM
464287200
$10.73K
6 %

18,236

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$9.94K
5 %

73,997

KRE
KRE

SPDR PORT INT TERM CORP BOND

COM
78464A375
$9.66K
5 %

295,019

AAPL
AAPL

APPLE INC

COM
037833100
$9.60K
5 %

38,315

LQD
LQD

ISHARES IBOXX INVT GRADE CORP BOND

COM
464287242
$7.42K
4 %

69,473

AGG
AGG

ISHARES CORE U.S. AGGREGATE BOND

COM
464287226
$5.35K
3 %

55,223

---

VANGUARD TOTAL INTL STOCK

COM
921909768
$4.92K
3 %

83,461

SMIZ
SMIZ

ZACKS SMALL/MID CAP

COM
98888G204
$4.76K
3 %

139,166

BBUS
BBUS

JPMORGAN BETABUILDERS U.S. EQY

COM
46641Q399
$4.70K
3 %

44,396

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