Eley Financial Management, Inc

Q4 2024 13F Holdings

  • Location
    south burlington, VT
  • Num holdings

    68

  • Value ($000)

    $256,668

  • Date Filed
    02/13/2025
  • Form type
    13F-HR
  • CIK
    0001965267
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AGG
AGG

ISHARESTR

COREUSAGGBDET
464287226
$23.95M
9 %

247,206

IVV
IVV

ISHARESTR

CORES&P500ETF
464287200
$21.21M
8 %

36,038

IJH
IJH

ISHARESTR

CORES&PMCPETF
464287507
$14.58M
6 %

233,997

IEI
IEI

ISHARESTR

37YRTREASBD
464288661
$12.05M
5 %

104,270

IGLB
IGLB

ISHARESTR

10+ YR INVST GRD
464289511
$9.12M
4 %

184,616

NVDA
NVDA

NvidiaCorp

COM
67066G104
$8.42M
3 %

62,716

AAPL
AAPL

AppleComputerInc

COM
037833100
$7.97M
3 %

31,816

SHY
SHY

ISHARESTR

13YRTREASBD
464287457
$7.52M
3 %

91,711

FI
FI

FiservCorp

COM
337738108
$7.36M
3 %

35,828

MSFT
MSFT

MicrosoftCorp.

COM
594918104
$6.96M
3 %

16,506

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