Fairway Wealth LLC
Q4 2024 13F Holdings
- Locationindependence, OH
- Num holdings
234
- Value ($000)
$222,052
- Date Filed02/07/2025
- Form type13F-HR
- CIK0002019393
- 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 |
|---|---|---|---|---|---|---|---|
VTIP VANGUARD SHORT TERM INFL-PROTECTED | ETF | 922020805 | $20.91M | 9 % | 1,110,233 | ||
VOO VANGUARD S&P 500 ETF | ETF | 922908363 | $19.71M | 9 % | 36,579 | ||
IVV ISHARES S&P 500 INDEX | ETF | 464287200 | $17.59M | 8 % | 29,883 | ||
DLN WISDOMTREE LARGE CAP DIVIDEND | ETF | 97717W307 | $17.33M | 8 % | 222,780 | ||
RSP INVESCO S&P 500 EQUAL WEIGHT ETF | ETF | 46137V357 | $12.08M | 5 % | 68,939 | ||
IJR ISHARES S&P SMALLCAP 600 ETF | ETF | 464287804 | $11.52M | 5 % | 99,955 | ||
VEA VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 921943858 | $10.73M | 5 % | 224,378 | ||
IJH ISHARES CORE S&P MID CAP ETF | ETF | 464287507 | $10.23M | 5 % | 164,192 | ||
NDQ POWERSHARES QQQ TR | ETF | 46090E103 | $9.07M | 4 % | 17,744 | ||
IEFA ISHARES CORE MSCI EAFE | ETF | 46432F842 | $8.75M | 4 % | 124,484 |
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