Kestra Investment Management, LLC
Q4 2024 13F Holdings
- Locationaustin, TX
- Num holdings
1,161
- Value ($000)
$2,544,883
- Date Filed01/31/2025
- Form type13F-HR
- CIK0001962449
- 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 |
|---|---|---|---|---|---|---|---|
IUSV ISHARES TR | CORE S&P US VLU | 464287663 | $239.47M | 9 % | 2,586,389 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $209.84M | 8 % | 2,387,215 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $187.74M | 7 % | 4,153,526 | ||
IUSG ISHARES TR | CORE S&P US GWT | 464287671 | $121.89M | 5 % | 874,688 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $106.87M | 4 % | 600,125 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $103.44M | 4 % | 1,801,697 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $64.43M | 3 % | 2,493,128 | ||
IGLB ISHARES TR | 10+ YR INVST GRD | 464289511 | $53.47M | 2 % | 1,082,317 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $52.54M | 2 % | 493,112 | ||
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $52.42M | 2 % | 1,477,499 |
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