Abich Financial Wealth Management LLC

Q3 2024 13F Holdings

  • Location
    ashburn, VA
  • Num holdings

    379

  • Value ($000)

    $44,503

  • Date Filed
    10/25/2024
  • Form type
    13F-HR
  • CIK
    0002011645
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KRE
KRE

SPDR SER TR

BLOOMBERG 1-3 MO
78468R663
$8.58M
19 %

93,440

VGK
VGK

VANGUARD INTL EQUITY INDEX F

FTSE EUROPE ETF
922042874
$5.20M
12 %

73,184

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$3.67M
8 %

7,519

SPEM
SPEM

SPDR INDEX SHS FDS

PORTFOLIO EMG MK
78463X509
$3.00M
7 %

72,752

SPMD
SPMD

SPDR SER TR

PORTFOLIO S&P400
78464A847
$2.91M
7 %

53,302

VTV
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$2.36M
5 %

13,520

VUG
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$2.32M
5 %

6,035

KRE
KRE

SPDR SER TR

PORTFOLIO S&P600
78468R853
$1.79M
4 %

39,403

FLJP
FLJP

FRANKLIN TEMPLETON ETF TR

FTSE JAPAN ETF
35473P744
$1.43M
3 %

46,930

RTX
RTX

RTX CORPORATION

COM
75513E101
$357.66K
1 %

2,952

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