Johnson & White Wealth Management, LLC
Q4 2024 13F Holdings
- Locationyork, PA
- Num holdings
98
- Value ($000)
$165
- Date Filed01/13/2025
- Form type13F-HR
- CIK0001954136
- 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 |
|---|---|---|---|---|---|---|---|
PXF INVESCO EXCH TRADED FD TR II | FTSE RAFI DEV | 46138E743 | $16.43K | 10 % | 344,127 | ||
PRFZ INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1500 | 46137V597 | $9.16K | 6 % | 219,672 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $8.41K | 5 % | 171,352 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $6.98K | 4 % | 256,072 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $6.50K | 4 % | 47,022 | ||
IDV* ISHARES TR | INTL SEL DIV ETF | 464288448 | $5.62K | 3 % | 205,439 | ||
DGRO ISHARES TR | CORE DIV GRWTH | 46434V621 | $5.51K | 3 % | 90,081 | ||
PXH INVESCO EXCH TRADED FD TR II | FTSE RAFI EMNG | 46138E727 | $5.23K | 3 % | 257,240 | ||
KRE SPDR SER TR | S&P DIVID ETF | 78464A763 | $5.19K | 3 % | 39,555 | ||
AAPL APPLE INC | COM | 037833100 | $5.14K | 3 % | 21,065 |
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