Talisman Wealth Advisors LLC
Q1 2025 13F Holdings
- Locationmountainside, NJ
- Num holdings
103
- Value ($000)
$97,352
- Date Filed05/14/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DGRO ISHARES TR | CORE DIV GRWTH | 46434V621 | $6.69 M | 7 % | 108,252 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $6.32 M | 7 % | 48,991 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $5.72 M | 6 % | 204,505 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $5.29 M | 5 % | 14,661 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $3.38 M | 4 % | 9,016 | ||
AAPL APPLE INC | COM | 037833100 | $2.95 M | 3 % | 13,267 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $2.30 M | 2 % | 21,992 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $2.25 M | 2 % | 8,179 | ||
JNJ JOHNSON & JOHNSON | COM | 478160104 | $2.18 M | 2 % | 13,170 | ||
VYMI VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | $2.06 M | 2 % | 27,903 |
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