Talisman Wealth Advisors LLC
Q4 2024 13F Holdings
- Locationmountainside, NJ
- Num holdings
102
- Value ($000)
$94,256
- Date Filed02/18/2025
- Form type13F-HR
- CIK0001962685
- 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 |
|---|---|---|---|---|---|---|---|
DGRO ISHARES TR | CORE DIV GRWTH | 46434V621 | $6.16M | 7 % | 100,499 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $6.03M | 6 % | 47,233 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $5.28M | 6 % | 13,153 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $4.95M | 5 % | 181,007 | ||
AAPL APPLE INC | COM | 037833100 | $3.18M | 3 % | 12,691 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $2.84M | 3 % | 6,730 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $2.76M | 3 % | 23,989 | ||
SGOV ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $2.50M | 3 % | 24,967 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $2.36M | 3 % | 8,148 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $2.21M | 2 % | 17,175 |
Rows Per Page
1 - 10 of 10210
- 10
- 50
- 100