Abound Wealth Management
Q4 2024 13F Holdings
- Locationfranklin, TN
- Num holdings
1,225
- Value ($000)
$311,747
- Date Filed01/13/2025
- Form type13F-HR
- CIK0001950323
- 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 |
|---|---|---|---|---|---|---|---|
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $40.42M | 13 % | 350,813 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $35.42M | 11 % | 365,499 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $34.97M | 11 % | 669,641 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $25.36M | 8 % | 530,355 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $20.62M | 7 % | 35,035 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $17.57M | 6 % | 758,165 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $13.58M | 4 % | 25,199 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $11.90M | 4 % | 49,519 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $11.66M | 4 % | 40,222 | ||
AAPL APPLE INC | COM | 037833100 | $8.65M | 3 % | 34,527 |
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