HoldingsChannel.com
Black Diamond Financial LLC Top Holdings
As of  09/30/2022, below is a summary of the Black Diamond Financial LLC top holdings by largest position size, as per the latest 13f filing made by Black Diamond Financial LLC. In the Black Diamond Financial LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Black Diamond Financial LLC in that top holding, then the share count change between reporting periods, and finally the Black Diamond Financial LLC top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
VANGUARD WORLD FD (MGV) 469,241 +64,219 $42,241
     MGV469,241+64,219$42,241
VANGUARD WORLD FD (MGK) 131,576 +13,620 $22,934
     MGK131,576+13,620$22,934
VANGUARD WORLD FD (MGC) 109,816 -602 $13,707
     MGC109,816-602$13,707
SCHWAB STRATEGIC TR 303,986 +16,486 $12,874
     SCHX303,986+16,486$12,874
VANGUARD SCOTTSDALE FDS (VCSH) 146,556 -51,048 $10,782
     VCSH146,556-51,048$10,782
VANGUARD INDEX FDS (VUG) 45,698 +228 $9,777
     VUG45,698+228$9,777
SCHWAB STRATEGIC TR 142,113 +43,496 $8,315
     SCHV142,113+43,496$8,315
FIDELITY COVINGTON TRUST 255,515 +14,182 $6,112
     FREL255,515+14,182$6,112
VANGUARD INDEX FDS (VB) 33,832 -1,511 $5,782
     VB33,832-1,511$5,782
SCHWAB STRATEGIC TR 199,383 +21,912 $5,639
     SCHF199,383+21,912$5,639
VANGUARD INDEX FDS (VO) 29,909 -1,669 $5,622
     VO29,909-1,669$5,622
VANGUARD INDEX FDS (VTV) 43,412 +4,008 $5,361
     VTV43,412+4,008$5,361
SCHWAB STRATEGIC TR 88,483 +7,094 $5,356
     SCHM88,483+7,094$5,356
SCHWAB STRATEGIC TR 134,766 -6,284 $5,094
     SCHA134,766-6,284$5,094
VANGUARD INDEX FDS (VOT) 29,201 +6,429 $4,981
     VOT29,201+6,429$4,981
SCHWAB STRATEGIC TR 82,997 -3,651 $4,633
     SCHG82,997-3,651$4,633
VANGUARD TAX MANAGED FDS (VEA) 115,525 +15,571 $4,200
     VEA115,525+15,571$4,200
VANGUARD INTL EQUITY INDEX F (VEU) 87,954 -12,100 $3,902
     VEU87,954-12,100$3,902
APPLE INC 25,965 -3,571 $3,588
     AAPL25,965-3,571$3,588
ISHARES TR (IMCV) 60,739 +11,672 $3,398
     IMCV60,739+11,672$3,398
VANGUARD INDEX FDS (VV) 19,873 +21 $3,250
     VV19,873+21$3,250
VANGUARD INDEX FDS (VBR) 21,805 +4,805 $3,127
     VBR21,805+4,805$3,127
VANGUARD INDEX FDS (VBK) 15,680 -479 $3,060
     VBK15,680-479$3,060
SSGA ACTIVE ETF TR (SRLN) 67,969 +73 $2,731
     SRLN67,969+73$2,731
VANGUARD INDEX FDS (VNQ) 33,032 +5,293 $2,648
     VNQ33,032+5,293$2,648
ISHARES TR (IJR) 29,551 -3,052 $2,577
     IJR29,551-3,052$2,577
ISHARES INC (IEMG) 56,156 +9,930 $2,433
     IEMG56,156+9,930$2,433
VANGUARD INDEX FDS (VTI) 11,014 +95 $1,977
     VTI11,014+95$1,977
ISHARES TR (IVV) 5,494 -144 $1,970
     IVV5,494-144$1,970
VANGUARD INDEX FDS (VOE) 15,323 -1,836 $1,866
     VOE15,323-1,836$1,866
ISHARES TR (ISCG) 51,829 +21,834 $1,819
     ISCG51,829+21,834$1,819
SPDR S&P 500 ETF TR (SPY) 3,765 -23 $1,345
     SPY3,765-23$1,345
VANGUARD MUN BD FDS (VTEB) 27,654 -144 $1,331
     VTEB27,654-144$1,331
ISHARES TR (USMV) 19,832 UNCH $1,311
     USMV19,832UNCH$1,311
VANGUARD INDEX FDS (VOO) 3,974 -226 $1,305
     VOO3,974-226$1,305
VANGUARD INTL EQUITY INDEX F (VWO) 34,089 +1,074 $1,244
     VWO34,089+1,074$1,244
CUSTOM TRUCK ONE SOURCE INC      $1,230
     CTOS171,835UNCH$1,002
     CTOS.WT340,787UNCH$228
INVESCO QQQ TR 4,316 +67 $1,153
     QQQ4,316+67$1,153
VANGUARD MALVERN FDS (VTIP) 23,901 UNCH $1,150
     VTIP23,901UNCH$1,150
ISHARES TR (IMCG) 20,984 +3,988 $1,057
     IMCG20,984+3,988$1,057
BERKSHIRE HATHAWAY INC DEL      $993
     BRK.B3,719+75$993
SCHWAB STRATEGIC TR 51,968 +8,281 $971
     SCHH51,968+8,281$971
AMAZON COM INC 7,241 UNCH $818
     AMZN7,241UNCH$818
SPDR SER TR (SDY) 7,188 -32 $801
     SDY7,188-32$801
MICROSOFT CORP 3,335 -309 $777
     MSFT3,335-309$777
SELECT SECTOR SPDR TR (XLK) 6,510 -2,247 $773
     XLK6,510-2,247$773
ISHARES TR (IEFA) 14,367 -670 $757
     IEFA14,367-670$757
TESLA INC 2,841 +2,169 $754
     TSLA2,841+2,169$754
SCHWAB STRATEGIC TR 14,492 -100 $699
     SCHO14,492-100$699
PEPSICO INC 4,198 -101 $685
     PEP4,198-101$685

See Full List: All Stocks Held By Black Diamond Financial LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Black Diamond Financial LLC

Size ($ in 1000's)
At 09/30/2022: $248,192
At 06/30/2022: $253,880

Black Diamond Financial LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Black Diamond Financial LLC 13F filings. Link to 13F filings: SEC filings

Black Diamond Financial LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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