WARNER FINANCIAL, INC
Q4 2024 13F Holdings
- Locationbethesda, MD
- Num holdings
113
- Value ($000)
$233
- Date Filed01/22/2025
- Form type13F-HR
- CIK0001927175
- 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 |
|---|---|---|---|---|---|---|---|
VTV Vanguard Large Cap Value Index ETF | ETF | 922908744 | $27.69K | 12 % | 163,575 | ||
VUG Vanguard Large Cap Growth Index ETF | ETF | 922908736 | $27.33K | 12 % | 66,592 | ||
VEA Vanguard FTSE Developed Markets ETF | ETF | 921943858 | $12.33K | 5 % | 257,836 | ||
VIG Vanguard Dividend Appreciation Index ETF | ETF | 921908844 | $8.83K | 4 % | 45,109 | ||
NDQ Invesco QQQ ETF | ETF | 46090E103 | $8.25K | 4 % | 16,145 | ||
SCHG Schwab US Large Cap Growth ETF | ETF | 808524300 | $8.21K | 4 % | 294,725 | ||
VO Vanguard Mid Cap Index ETF | ETF | 922908629 | $7.94K | 3 % | 30,050 | ||
VOO Vanguard S&P 500 ETF | ETF | 922908363 | $6.96K | 3 % | 12,923 | ||
QUAL iShares Edge MSCI USA Quality Factor ETF | ETF | 46432F339 | $4.96K | 2 % | 27,840 | ||
VB Vanguard Small Cap Index ETF | ETF | 922908751 | $4.31K | 2 % | 17,942 |
Rows Per Page
1 - 10 of 11310
- 10
- 50
- 100