Ullmann Wealth Partners Group, LLC
Q1 2025 13F Holdings
- Locationjacksonville beach, FL
- Num holdings
137
- Value ($000)
$752,623
- Date Filed04/11/2025
- Form type13F-HR
- CIK0001697725
- 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 |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $135.97M | 18 % | 241,988 | ||
LRGF ISHARES TR | U S EQUITY FACTR | 46434V282 | $88.06M | 12 % | 1,521,408 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $78.47M | 10 % | 643,165 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $38.97M | 5 % | 1,176,015 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $37.31M | 5 % | 887,068 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $35.45M | 5 % | 1,276,581 | ||
SMLF ISHARES TR | US SML CAP EQT | 46434V290 | $34.90M | 5 % | 561,508 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $27.76M | 4 % | 76,880 | ||
IXUS ISHARES TR | CORE MSCI TOTAL | 46432F834 | $21.87M | 3 % | 313,209 | ||
MEAR ISHARES U S ETF TR | SHORT MATURITY M | 46431W838 | $18.38M | 2 % | 365,880 |
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