K2 Financial Inc.
Q4 2024 13F Holdings
- Locationglendora, CA
- Num holdings
60
- Value ($000)
$100,584
- Date Filed02/06/2025
- Form type13F-HR
- CIK0002044711
- 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 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $9.38M | 9 % | 197,836 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $7.97M | 8 % | 345,670 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $5.95M | 6 % | 56,421 | ||
SUB ISHARES TR | SHRT NAT MUN ETF | 464288158 | $4.08M | 4 % | 38,699 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $3.59M | 4 % | 72,302 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $3.56M | 4 % | 73,298 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $3.51M | 4 % | 82,670 | ||
SCHA SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | $3.46M | 3 % | 135,253 | ||
SEIM SEI EXCHANGE TRADED FUNDS | ENHANCED US LRG | 81589A205 | $3.02M | 3 % | 77,880 | ||
SEIV SEI EXCHANGE TRADED FUNDS | ENHANCED US LRG | 81589A304 | $2.95M | 3 % | 89,150 |
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