Financial Strategies Group, Inc.
Q4 2024 13F Holdings
- Locationokemos, MI
- Num holdings
96
- Value ($000)
$418,011
- Date Filed01/24/2025
- Form type13F-HR
- CIK0001774343
- 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 |
|---|---|---|---|---|---|---|---|
SPDR SER TR | PORTFOLI S&P1500 | 78464A805 | $52.65M | 13 % | 743,787 | ||
KRE SPDR SER TR | PORTFOLIO AGRGTE | 78464A649 | $40.17M | 10 % | 1,622,228 | ||
IQLT ISHARES TR | MSCI INTL QUALTY | 46434V456 | $37.41M | 9 % | 1,009,108 | ||
SPEM SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $20.97M | 5 % | 561,627 | ||
SPMD SPDR SER TR | PORTFOLIO S&P400 | 78464A847 | $19.77M | 5 % | 364,045 | ||
FNDX SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $19.66M | 5 % | 837,412 | ||
SPDR SER TR | S&P 600 SMCP VAL | 78464A300 | $13.45M | 3 % | 158,283 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $12.95M | 3 % | 166,442 | ||
PSFF PACER FDS TR | SWAN SOS FD OF | 69374H568 | $12.03M | 3 % | 413,118 | ||
AMZN AMAZON COM INC | COM | 023135106 | $10.14M | 2 % | 46,326 |
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