PANORAMIC INVESTMENT ADVISORS, LLC
Q4 2024 13F Holdings
- Locationdenver, CO
- Num holdings
118
- Value ($000)
$153,523
- Date Filed01/24/2025
- Form type13F-HR
- CIK0001967332
- 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 |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $19.25M | 13 % | 279,255 | ||
VPLS VANGUARD MALVERN FDS | CORE-PLUS BD ETF | 922020755 | $7.06M | 5 % | 92,919 | ||
SCHV SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $5.08M | 3 % | 195,043 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $4.84M | 3 % | 27,174 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $4.78M | 3 % | 25,095 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $4.42M | 3 % | 161,629 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $4.06M | 3 % | 145,801 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $3.77M | 3 % | 40,661 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $3.25M | 2 % | 7,919 | ||
FBTC FIDELITY WISE ORIGIN BITCOIN | SHS | 315948109 | $3.20M | 2 % | 39,211 |
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