O'Connor Financial Group LLC
Q4 2024 13F Holdings
- Locationquincy, IL
- Num holdings
55
- Value ($000)
$191,362
- Date Filed01/06/2025
- Form type13F-HR
- CIK0001973783
- 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 |
|---|---|---|---|---|---|---|---|
LDUR PIMCO ENHANCED LOW DURATION ACTIVE ETF | ETF | 72201R718 | $19.20M | 10 % | 202,151 | ||
VOO VANGUARD S&P 500 ETF | ETF | 922908363 | $18.67M | 10 % | 34,646 | ||
FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF | ETF | 33740F805 | $18.46M | 10 % | 429,719 | ||
VB VANGUARD SMALL-CAP ETF | ETF | 922908751 | $11.18M | 6 % | 46,532 | ||
TIMOTHY PLAN INTERNATIONAL ETF | ETF | 887432334 | $9.98M | 5 % | 375,301 | ||
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | ETF | 78463X889 | $9.54M | 5 % | 279,375 | ||
NDQ INVESCO QQQ TRUST SERIES I | ETF | 46090E103 | $8.89M | 5 % | 17,389 | ||
TIMOTHY PLAN US LARGE/MID CAP CORE ETF | ETF | 887432359 | $8.57M | 5 % | 200,142 | ||
VO VANGUARD MID-CAP ETF | ETF | 922908629 | $8.39M | 4 % | 31,772 | ||
SCHD SCHWAB US DIVIDEND EQUITY ETF | ETF | 808524797 | $7.55M | 4 % | 276,486 |
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