Wealth Management Strategies, Inc.
Q4 2024 13F Holdings
- Locationpittsburgh, PA
- Num holdings
36
- Value ($000)
$1,306
- Date Filed02/20/2025
- Form type13F-HR
- CIK0002057285
- 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 |
|---|---|---|---|---|---|---|---|
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $244.90K | 19 % | 59,668 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $158.44K | 12 % | 458,049 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $128.18K | 10 % | 268,054 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $103.35K | 8 % | 305,861 | ||
IBTF ISHARES TR | IBONDS 25 TRM TS | 46436E866 | $82.14K | 6 % | 352,231 | ||
IBTG ISHARES TR | IBONDS 26 TRM TS | 46436E858 | $80.27K | 6 % | 351,893 | ||
IBTH ISHARES TR | IBONDS 27 TRM TS | 46436E841 | $77.95K | 6 % | 351,174 | ||
IBTI ISHARES TR | IBONDS 28 TRM TS | 46436E833 | $69.58K | 5 % | 317,678 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $62.57K | 5 % | 26,040 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $59.46K | 5 % | 35,122 |
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