James J. Burns & Company, LLC
Q4 2024 13F Holdings
- Locationmelville, NY
- Num holdings
147
- Value ($000)
$575
- Date Filed01/27/2025
- Form type13F-HR
- CIK0001949059
- 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 |
|---|---|---|---|---|---|---|---|
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $145.50K | 25 % | 539,482 | ||
VXF VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $37.19K | 7 % | 195,751 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $32.69K | 6 % | 554,658 | ||
AAPL APPLE INC | COM | 037833100 | $29.08K | 5 % | 116,122 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $18.22K | 3 % | 653,829 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $17.54K | 3 % | 29,935 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $16.76K | 3 % | 738,202 | ||
SCHZ SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | $15.07K | 3 % | 664,069 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $14.22K | 3 % | 146,713 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $11.58K | 2 % | 43,826 |
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