Marion Wealth Management
Q4 2024 13F Holdings
- Locationmonroeville, PA
- Num holdings
132
- Value ($000)
$377,093
- Date Filed01/13/2025
- Form type13F-HR
- CIK0001911097
- 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 |
|---|---|---|---|---|---|---|---|
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $29.18M | 8 % | 363,516 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $23.94M | 6 % | 340,605 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $17.00M | 5 % | 217,956 | ||
UBS AG LONDON BRANCH | ETRACS ALER MLP | 90274D382 | $15.18M | 4 % | 602,713 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $14.99M | 4 % | 287,024 | ||
VOT VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 | $14.10M | 4 % | 55,548 | ||
DON WISDOMTREE TR | US MIDCAP DIVID | 97717W505 | $13.27M | 4 % | 260,256 | ||
PDBC INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | 46090F100 | $11.42M | 3 % | 878,866 | ||
VWOB VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 921946885 | $11.21M | 3 % | 177,547 | ||
VBK VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | $9.45M | 3 % | 33,735 |
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