Finley Financial, LLC
Q4 2024 13F Holdings
- Locationlas vegas, NV
- Num holdings
122
- Value ($000)
$192,171
- Date Filed01/17/2025
- Form type13F-HR
- CIK0002047823
- 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 |
|---|---|---|---|---|---|---|---|
IWV ISHARES RUSSELL 3000 ETF | RUSSELL 3000 ETF | 464287689 | $24.02M | 13 % | 70,872 | ||
IWM ISHARES RUSSELL 2000 ETF | RUSSELL 2000 ETF | 464287655 | $19.59M | 10 % | 87,450 | ||
IWF ISHARES TR RUS 1000 GRW ETF | RUS 1000 GRW ETF | 464287614 | $13.38M | 7 % | 33,044 | ||
NDQ INVESCO QQQ TR UNIT SER 1 | UNIT SER 1 | 46090E103 | $13.29M | 7 % | 25,728 | ||
IXUS ISHARES TR CORE MSCI TOTAL | CORE MSCI TOTAL | 46432F834 | $11.26M | 6 % | 169,922 | ||
IYW ISHARES US TECHNOLOGY ETF | U.S. TECH ETF | 464287721 | $9.20M | 5 % | 57,421 | ||
IJH ISHARES CORE S&P MID-CAP ETF | CORE S&P MCP ETF | 464287507 | $8.90M | 5 % | 139,275 | ||
IYF ISHARES US FINANCIALS ETF | U.S. FINLS ETF | 464287788 | $8.46M | 4 % | 74,280 | ||
EEM ISHARES TRUST MSCI EMG MKTS ETF USD DIS | MSCI EMG MKT ETF | 464287234 | $7.99M | 4 % | 191,023 | ||
IWD ISHARES RUSSELL 1000 VALUE ETF | RUS 1000 VAL ETF | 464287598 | $7.16M | 4 % | 37,912 |
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