Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
INVESCO QQQ TR | 26,998 | -4,972 | $11,987 |
QQQ | 26,998 | -4,972 | $11,987 |
VANGUARD TAX MANAGED FDS (VEA) | 197,911 | +17,542 | $9,929 |
VEA | 197,911 | +17,542 | $9,929 |
VANGUARD INTL EQUITY INDEX F (VWO) | 183,276 | +16,597 | $7,655 |
VWO | 183,276 | +16,597 | $7,655 |
SPDR SER TR (SPMD) | 139,325 | +17,454 | $7,432 |
SPMD | 139,325 | +17,454 | $7,432 |
VANGUARD INDEX FDS (VTV) | 43,462 | +19,328 | $7,078 |
VTV | 43,462 | +19,328 | $7,078 |
INVESCO EXCH TRD SLF IDX FD | 196,061 | +60,059 | $4,500 |
BSJP | 196,061 | +60,059 | $4,500 |
JPMORGAN CHASE & CO | 148,382 | +11,924 | $4,227 |
AMJ | 148,382 | +11,924 | $4,227 |
ISHARES TR (IBHF) | 172,203 | +76,570 | $3,971 |
IBHF | 172,203 | +76,570 | $3,971 |
VANGUARD INDEX FDS (VUG) | 11,064 | +2,726 | $3,808 |
VUG | 11,064 | +2,726 | $3,808 |
SCHWAB STRATEGIC TR | 70,976 | +2,407 | $3,495 |
SCHA | 70,976 | +2,407 | $3,495 |
ISHARES TR (IDEV) | 51,840 | UNCH | $3,480 |
IDEV | 51,840 | UNCH | $3,480 |
DIMENSIONAL ETF TRUST (DFNM) | 71,775 | UNCH | $3,452 |
DFNM | 71,775 | UNCH | $3,452 |
SPDR SER TR (SPYV) | 62,475 | UNCH | $3,130 |
SPYV | 62,475 | UNCH | $3,130 |
SELECT SECTOR SPDR TR (XLK) | 14,643 | +48 | $3,050 |
XLK | 14,643 | +48 | $3,050 |
SUNNOVA ENERGY INTL INC. | 482,242 | +482,242 | $2,956 |
NOVA | 482,242 | +482,242 | $2,956 |
BERKSHIRE HATHAWAY INC DEL | $2,934 | ||
BRK.B | 5,469 | +42 | $2,300 |
BRK.A | 1 | UNCH | $634 |
MICROSOFT CORP | 6,924 | +1,288 | $2,913 |
MSFT | 6,924 | +1,288 | $2,913 |
VANGUARD INDEX FDS (VTI) | 11,085 | -20 | $2,881 |
VTI | 11,085 | -20 | $2,881 |
SPDR INDEX SHS FDS (SPDW) | 80,052 | -120 | $2,869 |
SPDW | 80,052 | -120 | $2,869 |
ISHARES TR (IBDS) | 112,590 | +17,442 | $2,680 |
IBDS | 112,590 | +17,442 | $2,680 |
ISHARES TR (IVV) | 4,996 | UNCH | $2,627 |
IVV | 4,996 | UNCH | $2,627 |
ISHARES TR (IBDT) | 94,968 | +26,683 | $2,365 |
IBDT | 94,968 | +26,683 | $2,365 |
SCHWAB STRATEGIC TR | 68,740 | -3,660 | $1,908 |
FNDE | 68,740 | -3,660 | $1,908 |
SPDR SER TR (SPSM) | 42,066 | +1,725 | $1,811 |
SPSM | 42,066 | +1,725 | $1,811 |
VANGUARD WHITEHALL FDS (VYM) | 14,228 | UNCH | $1,721 |
VYM | 14,228 | UNCH | $1,721 |
APPLE INC | 9,221 | +2,792 | $1,581 |
AAPL | 9,221 | +2,792 | $1,581 |
VANGUARD INDEX FDS (VO) | 6,195 | +825 | $1,548 |
VO | 6,195 | +825 | $1,548 |
GLOBAL X FDS | 75,653 | +21,788 | $1,525 |
PFFD | 75,653 | +21,788 | $1,525 |
SPDR INDEX SHS FDS (SPEM) | 41,313 | +1,587 | $1,495 |
SPEM | 41,313 | +1,587 | $1,495 |
ISHARES TR (EEM) | 35,065 | UNCH | $1,440 |
EEM | 35,065 | UNCH | $1,440 |
ISHARES TR (IBTJ) | 66,561 | +20,886 | $1,431 |
IBTJ | 66,561 | +20,886 | $1,431 |
ISHARES TR (IBTK) | 73,640 | +22,063 | $1,430 |
IBTK | 73,640 | +22,063 | $1,430 |
SCHWAB STRATEGIC TR | 15,835 | +2,629 | $1,289 |
SCHM | 15,835 | +2,629 | $1,289 |
VANGUARD INDEX FDS (VXF) | 6,570 | UNCH | $1,152 |
VXF | 6,570 | UNCH | $1,152 |
VANGUARD INTL EQUITY INDEX F (VT) | 9,559 | -2,621 | $1,056 |
VT | 9,559 | -2,621 | $1,056 |
VANGUARD MUN BD FDS (VTEB) | 20,619 | +2,880 | $1,043 |
VTEB | 20,619 | +2,880 | $1,043 |
META PLATFORMS INC | 2,145 | +53 | $1,042 |
META | 2,145 | +53 | $1,042 |
SPDR S&P MIDCAP 400 ETF TR (MDY) | 1,840 | UNCH | $1,024 |
MDY | 1,840 | UNCH | $1,024 |
VANGUARD INTL EQUITY INDEX F (VEU) | 16,910 | UNCH | $992 |
VEU | 16,910 | UNCH | $992 |
NUVEEN MUNICIPAL CREDIT INC | 78,195 | -815 | $957 |
NZF | 78,195 | -815 | $957 |
ISHARES TR (MUB) | 8,806 | +5,470 | $948 |
MUB | 8,806 | +5,470 | $948 |
ISHARES TR (IJH) | 14,485 | +11,588 | $880 |
IJH | 14,485 | +11,588 | $880 |
VANGUARD INDEX FDS (VV) | 3,547 | UNCH | $850 |
VV | 3,547 | UNCH | $850 |
ISHARES TR (USMV) | 9,735 | UNCH | $814 |
USMV | 9,735 | UNCH | $814 |
SCHWAB STRATEGIC TR | 20,845 | +8,092 | $813 |
SCHF | 20,845 | +8,092 | $813 |
ISHARES TR (SUB) | 7,578 | -992 | $794 |
SUB | 7,578 | -992 | $794 |
SCHWAB STRATEGIC TR | 12,070 | UNCH | $749 |
SCHX | 12,070 | UNCH | $749 |
VANGUARD SPECIALIZED FUNDS (VIG) | 3,952 | +460 | $722 |
VIG | 3,952 | +460 | $722 |
SCHWAB STRATEGIC TR | 10,936 | -1,495 | $668 |
SCHB | 10,936 | -1,495 | $668 |
ALPS ETF TR (AMLP) | 13,300 | UNCH | $631 |
AMLP | 13,300 | UNCH | $631 |
See Full List: All Stocks Held By FF Advisors LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By FF Advisors LLC
Size ($ in 1000's)
At 03/31/2024: $144,644 At 12/31/2023: $120,092 FF Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from FF Advisors LLC 13F filings. Link to 13F filings: SEC filings |