Addis & Hill, Inc

Q4 2024 13F Holdings

  • Location
    wayne, PA
  • Num holdings

    23

  • Value ($000)

    $135

  • Date Filed
    01/30/2025
  • Form type
    13F-HR
  • CIK
    0002016470
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VV
VV

VANGUARD INDEX FDS

LARGE CAP ETF
$52.21 K
39 %

193,572

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$21.66 K
16 %

74,720

VPL
VPL

VANGUARD INTL EQUITY INDEX F

FTSE PACIFIC ETF
$11.87 K
9 %

167,052

VO
VO

VANGUARD INDEX FDS

MID CAP ETF
$9.32 K
7 %

35,274

AGG
AGG

ISHARES TR

CORE US AGGBD ET
$8.99 K
7 %

92,751

RWO
RWO

SPDR INDEX SHS FDS

DJ GLB RL ES ETF
$5.76 K
4 %

134,206

VGK
VGK

VANGUARD INTL EQUITY INDEX F

FTSE EUROPE ETF
$4.69 K
4 %

73,935

VEU
VEU

VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US
$4.22 K
3 %

73,444

VWO
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
$3.73 K
3 %

84,600

VCIT
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
$2.46 K
2 %

30,600

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