Latko Wealth Management, Ltd.
Q4 2024 13F Holdings
- Locationfrankfort, IL
- Num holdings
31
- Value ($000)
$169
- Date Filed01/30/2025
- Form type13F-HR
- CIK0001937769
- 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 |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $44.18K | 26 % | 75,052 | ||
DIA SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 | $28.38K | 17 % | 66,692 | ||
QQQM INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $24.30K | 14 % | 115,470 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $13.23K | 8 % | 484,279 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $8.50K | 5 % | 14,510 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $8.05K | 5 % | 15,746 | ||
IEI ISHARES TR | 3 7 YR TREAS BD | 464288661 | $6.31K | 4 % | 54,645 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $5.78K | 3 % | 21,896 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $5.71K | 3 % | 49,545 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $4.77K | 3 % | 11,613 |
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