Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
SPDR SER TR (BIL) | 560,603 | +128,302 | $51,233 |
BIL | 560,603 | +128,302 | $51,233 |
SPDR S&P 500 ETF TR (SPY) | 99,162 | +21,560 | $47,133 |
SPY | 99,162 | +21,560 | $47,133 |
DIMENSIONAL ETF TRUST (DUHP) | 1,135,583 | +1,135,583 | $32,489 |
DUHP | 1,135,583 | +1,135,583 | $32,489 |
VANGUARD INDEX FDS (VTV) | 202,631 | +202,631 | $30,293 |
VTV | 202,631 | +202,631 | $30,293 |
FIRST TR EXCHNG TRADED FD VI (FMAY) | 722,571 | +722,571 | $29,943 |
FMAY | 722,571 | +722,571 | $29,943 |
DIMENSIONAL ETF TRUST (DFIC) | 881,375 | +881,375 | $22,501 |
DFIC | 881,375 | +881,375 | $22,501 |
ISHARES TR (IVLU) | 833,147 | +833,147 | $22,087 |
IVLU | 833,147 | +833,147 | $22,087 |
WISDOMTREE TR | 362,496 | +362,496 | $20,804 |
EZM | 362,496 | +362,496 | $20,804 |
KRANESHARES TR (KVLE) | 854,208 | +854,208 | $19,687 |
KVLE | 854,208 | +854,208 | $19,687 |
PIMCO ETF TR (BOND) | 208,982 | +208,982 | $19,320 |
BOND | 208,982 | +208,982 | $19,320 |
DIMENSIONAL ETF TRUST (DFAE) | 667,358 | +667,358 | $16,090 |
DFAE | 667,358 | +667,358 | $16,090 |
WISDOMTREE TR | 233,828 | +233,828 | $14,929 |
DLS | 233,828 | +233,828 | $14,929 |
ISHARES TR (IJH) | 47,271 | +11,566 | $13,101 |
IJH | 47,271 | +11,566 | $13,101 |
APPLE INC | 67,768 | -5,105 | $13,047 |
AAPL | 67,768 | -5,105 | $13,047 |
ISHARES TR (TLT) | 131,825 | +20,891 | $13,035 |
TLT | 131,825 | +20,891 | $13,035 |
ISHARES TR (AGG) | 129,586 | -3,436 | $12,861 |
AGG | 129,586 | -3,436 | $12,861 |
FIDELITY COVINGTON TRUST | 87,056 | -16,504 | $12,505 |
FTEC | 87,056 | -16,504 | $12,505 |
ISHARES TR (IEFA) | 175,764 | +45,445 | $12,365 |
IEFA | 175,764 | +45,445 | $12,365 |
ISHARES TR (LQD) | 109,307 | +31,178 | $12,096 |
LQD | 109,307 | +31,178 | $12,096 |
ABRDN GOLD ETF TRUST (SGOL) | 582,336 | -65,182 | $11,495 |
SGOL | 582,336 | -65,182 | $11,495 |
DIMENSIONAL ETF TRUST (DFEV) | 432,221 | +432,221 | $10,892 |
DFEV | 432,221 | +432,221 | $10,892 |
SELECT SECTOR SPDR TR (XLK) | 56,385 | +549 | $10,853 |
XLK | 56,385 | +549 | $10,853 |
WISDOMTREE TR | 197,853 | +197,853 | $9,857 |
EES | 197,853 | +197,853 | $9,857 |
DIMENSIONAL ETF TRUST (DFSV) | 330,249 | +330,249 | $9,617 |
DFSV | 330,249 | +330,249 | $9,617 |
ISHARES TR (HYG) | 118,350 | +44,910 | $9,159 |
HYG | 118,350 | +44,910 | $9,159 |
FIDELITY COVINGTON TRUST | 133,983 | -19,251 | $8,667 |
FHLC | 133,983 | -19,251 | $8,667 |
MICROSOFT CORP | 22,131 | +291 | $8,322 |
MSFT | 22,131 | +291 | $8,322 |
SELECT SECTOR SPDR TR (XLV) | 59,693 | +1,962 | $8,141 |
XLV | 59,693 | +1,962 | $8,141 |
ISHARES TR (IGIB) | 144,621 | +19,306 | $7,520 |
IGIB | 144,621 | +19,306 | $7,520 |
SPDR SER TR (SPYG) | 115,583 | +9,205 | $7,520 |
SPYG | 115,583 | +9,205 | $7,520 |
ALPHABET INC | 50,678 | +880 | $7,079 |
GOOGL | 50,678 | +880 | $7,079 |
VANGUARD INDEX FDS (VNQ) | 79,315 | -8,871 | $7,008 |
VNQ | 79,315 | -8,871 | $7,008 |
VANGUARD BD INDEX FDS (BIV) | 90,694 | -7,593 | $6,927 |
BIV | 90,694 | -7,593 | $6,927 |
SPDR SER TR (MDYV) | 91,796 | -3,570 | $6,736 |
MDYV | 91,796 | -3,570 | $6,736 |
SPDR SER TR (SPYV) | 137,754 | +26,177 | $6,423 |
SPYV | 137,754 | +26,177 | $6,423 |
NORTHERN LIGHTS FD TR | 217,112 | -23,263 | $6,278 |
MRSK | 217,112 | -23,263 | $6,278 |
AMAZON COM INC | 41,013 | -1,417 | $6,231 |
AMZN | 41,013 | -1,417 | $6,231 |
WISDOMTREE TR | 138,379 | +138,379 | $6,091 |
AGGY | 138,379 | +138,379 | $6,091 |
DIMENSIONAL ETF TRUST (DFUS) | 117,238 | +117,238 | $6,076 |
DFUS | 117,238 | +117,238 | $6,076 |
SPDR SER TR (SPIB) | 179,083 | +53,914 | $5,879 |
SPIB | 179,083 | +53,914 | $5,879 |
VANGUARD WORLD FDS (VPU) | 40,084 | -13,533 | $5,494 |
VPU | 40,084 | -13,533 | $5,494 |
SCHWAB STRATEGIC TR | 216,801 | +31,836 | $5,375 |
SCHE | 216,801 | +31,836 | $5,375 |
SELECT SECTOR SPDR TR (XLC) | 72,757 | -10,362 | $5,286 |
XLC | 72,757 | -10,362 | $5,286 |
ISHARES TR (IVV) | 11,018 | +10,180 | $5,262 |
IVV | 11,018 | +10,180 | $5,262 |
SPDR GOLD TR (GLD) | 24,842 | +5,517 | $4,749 |
GLD | 24,842 | +5,517 | $4,749 |
SELECT SECTOR SPDR TR (XLY) | 26,157 | +6,200 | $4,677 |
XLY | 26,157 | +6,200 | $4,677 |
VANGUARD SCOTTSDALE FDS (VMBS) | 100,301 | +32,091 | $4,650 |
VMBS | 100,301 | +32,091 | $4,650 |
SCHWAB STRATEGIC TR | 93,029 | -11,545 | $4,507 |
SCHO | 93,029 | -11,545 | $4,507 |
SCHWAB STRATEGIC TR | 79,594 | -6,178 | $4,431 |
SCHB | 79,594 | -6,178 | $4,431 |
NVIDIA CORPORATION | 8,925 | +209 | $4,420 |
NVDA | 8,925 | +209 | $4,420 |
See Full List: All Stocks Held By Freedom Investment Management Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Freedom Investment Management Inc.
Size ($ in 1000's)
At 12/31/2023: $1,227,115 At 09/30/2023: $854,210 Freedom Investment Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Freedom Investment Management Inc. 13F filings. Link to 13F filings: SEC filings |