Red Mountain Financial, LLC
Q4 2024 13F Holdings
- Locationfort collins, CO
- Num holdings
63
- Value ($000)
$93,006
- Date Filed02/12/2025
- Form type13F-HR
- CIK0001997650
- 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 |
|---|---|---|---|---|---|---|---|
SCTXX SCHWAB CHARLES FAMILY FD | AMT TAX FREE MNY | 808515530 | $12.77M | 14 % | 12,766,056 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $9.86M | 11 % | 361,083 | ||
AAPL APPLE INC | COM | 037833100 | $5.01M | 5 % | 20,025 | ||
JPIE J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 | $4.38M | 5 % | 96,114 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $4.34M | 5 % | 9,574 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $4.02M | 4 % | 89,691 | ||
JMUB J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 | $3.67M | 4 % | 73,234 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $3.10M | 3 % | 23,096 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $2.98M | 3 % | 38,576 | ||
SCHY SCHWAB STRATEGIC TR | INTERNL DIVID | 808524672 | $2.90M | 3 % | 125,565 |
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