INSTRUMENTAL WEALTH, LLC
Q4 2024 13F Holdings
- Locationtampa, FL
- Num holdings
51
- Value ($000)
$105,690
- Date Filed02/24/2025
- Form type13F-HR
- CIK0001976010
- 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 |
|---|---|---|---|---|---|---|---|
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $14.41M | 14 % | 139,298 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $13.54M | 13 % | 218,448 | ||
COWZ PACER FDS TR | US CASH COWS 100 | 69374H881 | $13.46M | 13 % | 232,549 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $11.66M | 11 % | 59,349 | ||
IBDY ISHARES TR | IBONDS DEC 2033 | 46436E130 | $8.98M | 9 % | 353,696 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $8.21M | 8 % | 13,622 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $7.51M | 7 % | 99,374 | ||
CALF PACER FDS TR | PACER US SMALL | 69374H857 | $3.90M | 4 % | 94,943 | ||
IBDV ISHARES TR | IBONDS DEC 2030 | 46436E726 | $1.93M | 2 % | 89,374 | ||
IBDT ISHARES TR | IBDS DEC28 ETF | 46435U515 | $1.91M | 2 % | 76,307 |
Rows Per Page
1 - 10 of 5110
- 10
- 50
- 100