Edge Financial Advisors LLC
Q1 2025 13F Holdings
- Locationwheaton, IL
- Num holdings
101
- Value ($000)
$158,430
- Date Filed04/18/2025
- Form type13F-HR
- CIK0002011402
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $23.42M | 15 % | 191,962 | ||
IXUS ISHARES TR | CORE MSCI TOTAL | 46432F834 | $11.03M | 7 % | 158,070 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $10.76M | 7 % | 19,237 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $8.58M | 5 % | 86,701 | ||
JQUA J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | $7.13M | 5 % | 126,281 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $7.12M | 5 % | 146,097 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $6.54M | 4 % | 197,327 | ||
AAPL APPLE INC | COM | 037833100 | $6.08M | 4 % | 27,361 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $5.21M | 3 % | 166,782 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $5.14M | 3 % | 9,141 |
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