Waterford Advisors, LLC
Q4 2024 13F Holdings
- Locationorchard park, NY
- Num holdings
46
- Value ($000)
$196,440
- Date Filed02/14/2025
- Form type13F-HR
- CIK0001960657
- 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 | $50.71M | 26 % | 86,138 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $24.75M | 13 % | 60,296 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $22.90M | 12 % | 135,279 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $17.19M | 9 % | 359,510 | ||
SCHA SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | $16.21M | 8 % | 626,777 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $8.16M | 4 % | 185,273 | ||
FNDE SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | 808524730 | $7.86M | 4 % | 270,625 | ||
REET ISHARES TR | GLOBAL REIT ETF | 46434V647 | $6.84M | 4 % | 285,271 | ||
MGC VANGUARD WORLD FD | MEGA CAP INDEX | 921910873 | $5.52M | 3 % | 25,946 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $4.74M | 2 % | 256,459 |
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