Fairman Group, LLC
Q4 2024 13F Holdings
- Locationchesterbrook, PA
- Num holdings
346
- Value ($000)
$121,462
- Date Filed01/29/2025
- Form type13F-HR
- CIK0002016719
- 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 |
|---|---|---|---|---|---|---|---|
ACN ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | $37.25M | 31 % | 105,901 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $14.71M | 12 % | 24,990 | ||
ACCD ACCOLADE INC | COM | 00437E102 | $6.16M | 5 % | 1,802,399 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $5.76M | 5 % | 120,470 | ||
VEEV VEEVA SYS INC | CL A COM | 922475108 | $5.45M | 5 % | 25,939 | ||
ESSENT GROUP LTD | COM | G3198U102 | $5.45M | 5 % | 100,068 | ||
WRB BERKLEY W R CORP | COM | 084423102 | $3.11M | 3 % | 53,087 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $3.09M | 3 % | 49,558 | ||
DBMF LITMAN GREGORY FDS TR | IMGP DBI MANAGED | 53700T827 | $2.92M | 2 % | 111,609 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $2.65M | 2 % | 9,143 |
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