Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
ISHARES TR (IUSV) | 128,168 | +128,168 | $10,808 |
IUSV | 128,168 | +128,168 | $10,808 |
JOHN HANCOCK EXCHANGE TRADED (JHML) | 127,129 | +127,129 | $7,476 |
JHML | 127,129 | +127,129 | $7,476 |
AMERICAN CENTY ETF TR (AVIV) | 144,759 | +144,759 | $7,452 |
AVIV | 144,759 | +144,759 | $7,452 |
ISHARES TR (HDV) | 72,884 | +72,884 | $7,433 |
HDV | 72,884 | +72,884 | $7,433 |
ISHARES INC (IEMG) | 137,326 | +137,326 | $6,946 |
IEMG | 137,326 | +137,326 | $6,946 |
ISHARES TR (IEFA) | 97,995 | +97,995 | $6,894 |
IEFA | 97,995 | +97,995 | $6,894 |
ISHARES TR (IVV) | 13,830 | +13,830 | $6,606 |
IVV | 13,830 | +13,830 | $6,606 |
ISHARES TR (QUAL) | 38,902 | +38,902 | $5,724 |
QUAL | 38,902 | +38,902 | $5,724 |
INVESCO EXCH TRADED FD TR II (XSHQ) | 122,620 | +122,620 | $4,890 |
XSHQ | 122,620 | +122,620 | $4,890 |
ISHARES TR (IJS) | 46,805 | +46,805 | $4,824 |
IJS | 46,805 | +46,805 | $4,824 |
J P MORGAN EXCHANGE TRADED F (JEPI) | 86,681 | +86,681 | $4,766 |
JEPI | 86,681 | +86,681 | $4,766 |
JOHN HANCOCK EXCHANGE TRADED (JHMM) | 88,314 | +88,314 | $4,651 |
JHMM | 88,314 | +88,314 | $4,651 |
ISHARES TR (IEF) | 47,994 | +47,994 | $4,626 |
IEF | 47,994 | +47,994 | $4,626 |
ISHARES TR (IUSG) | 41,075 | +41,075 | $4,276 |
IUSG | 41,075 | +41,075 | $4,276 |
ISHARES TR (IJH) | 13,825 | +13,825 | $3,832 |
IJH | 13,825 | +13,825 | $3,832 |
CME GROUP INC | 9,430 | +9,430 | $1,986 |
CME | 9,430 | +9,430 | $1,986 |
ISHARES TR (IBDQ) | 75,909 | +75,909 | $1,880 |
IBDQ | 75,909 | +75,909 | $1,880 |
ISHARES TR (IBDR) | 77,747 | +77,747 | $1,858 |
IBDR | 77,747 | +77,747 | $1,858 |
ISHARES TR (IBDS) | 71,405 | +71,405 | $1,709 |
IBDS | 71,405 | +71,405 | $1,709 |
ISHARES TR (IBMN) | 51,871 | +51,871 | $1,377 |
IBMN | 51,871 | +51,871 | $1,377 |
ISHARES TR (SHV) | 11,055 | +11,055 | $1,217 |
SHV | 11,055 | +11,055 | $1,217 |
AMERICAN CENTY ETF TR (AVLV) | 20,944 | +20,944 | $1,210 |
AVLV | 20,944 | +20,944 | $1,210 |
ISHARES TR (IJR) | 11,007 | +11,007 | $1,192 |
IJR | 11,007 | +11,007 | $1,192 |
ISHARES TR (IBMO) | 44,813 | +44,813 | $1,143 |
IBMO | 44,813 | +44,813 | $1,143 |
ISHARES TR (IBMM) | 33,975 | +33,975 | $881 |
IBMM | 33,975 | +33,975 | $881 |
BLACKROCK ETF TRUST (DYNF) | 21,807 | +21,807 | $864 |
DYNF | 21,807 | +21,807 | $864 |
ISHARES TR (IBMP) | 31,318 | +31,318 | $796 |
IBMP | 31,318 | +31,318 | $796 |
ISHARES TR (IBDP) | 31,442 | +31,442 | $783 |
IBDP | 31,442 | +31,442 | $783 |
ISHARES TR (IBTH) | 30,082 | +30,082 | $674 |
IBTH | 30,082 | +30,082 | $674 |
ISHARES TR (IBDT) | 25,717 | +25,717 | $645 |
IBDT | 25,717 | +25,717 | $645 |
ISHARES TR (SHY) | 7,793 | +7,793 | $639 |
SHY | 7,793 | +7,793 | $639 |
FIRST TR LRGE CP CORE ALPHA (FEX) | 6,800 | +6,800 | $613 |
FEX | 6,800 | +6,800 | $613 |
ISHARES TR (IBTE) | 24,397 | +24,397 | $582 |
IBTE | 24,397 | +24,397 | $582 |
ISHARES TR (IBTG) | 24,851 | +24,851 | $568 |
IBTG | 24,851 | +24,851 | $568 |
ISHARES TR (IBTF) | 23,930 | +23,930 | $557 |
IBTF | 23,930 | +23,930 | $557 |
APPLE INC | 2,593 | +2,593 | $499 |
AAPL | 2,593 | +2,593 | $499 |
ISHARES TR (IBTI) | 22,225 | +22,225 | $494 |
IBTI | 22,225 | +22,225 | $494 |
MICROSOFT CORP | 1,239 | +1,239 | $466 |
MSFT | 1,239 | +1,239 | $466 |
INNOVATOR ETFS TR (PFEB) | 13,700 | +13,700 | $447 |
PFEB | 13,700 | +13,700 | $447 |
INVESCO EXCH TRD SLF IDX FD | 17,278 | +17,278 | $424 |
BSMP | 17,278 | +17,278 | $424 |
ISHARES TR (TIP) | 3,757 | +3,757 | $404 |
TIP | 3,757 | +3,757 | $404 |
INVESCO EXCH TRD SLF IDX FD | 16,097 | +16,097 | $401 |
BSMO | 16,097 | +16,097 | $401 |
ISHARES TR (EFA) | 5,016 | +5,016 | $378 |
EFA | 5,016 | +5,016 | $378 |
INVESCO EXCH TRD SLF IDX FD | 16,017 | +16,017 | $335 |
BSCO | 16,017 | +16,017 | $335 |
ISHARES TR (VLUE) | 3,050 | +3,050 | $309 |
VLUE | 3,050 | +3,050 | $309 |
FS CREDIT OPPORTUNITIES CORP | 51,561 | +51,561 | $292 |
FSCO | 51,561 | +51,561 | $292 |
INVESCO EXCH TRD SLF IDX FD | 11,300 | +11,300 | $268 |
BSMQ | 11,300 | +11,300 | $268 |
INVESCO EXCH TRD SLF IDX FD | 9,360 | +9,360 | $224 |
BSMR | 9,360 | +9,360 | $224 |
ISHARES TR (EFV) | 4,300 | +4,300 | $224 |
EFV | 4,300 | +4,300 | $224 |
INVESCO EXCH TRD SLF IDX FD | 10,830 | +10,830 | $222 |
BSCP | 10,830 | +10,830 | $222 |
See Full List: All Stocks Held By Foundry Financial Group Inc.
— Including:
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See Details: Top 10 Stocks Held By Foundry Financial Group Inc.
Size ($ in 1000's)
At 12/31/2023: $117,968 At 09/30/2023: $0 Foundry Financial Group Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Foundry Financial Group Inc. 13F filings. Link to 13F filings: SEC filings |