Financial Designs Corp
Q1 2025 13F Holdings
- Locationclaremont, CA
- Num holdings
20
- Value ($000)
$143,605
- Date Filed04/14/2025
- Form type13F-HR
- CIK0001561383
- 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 | $33.11M | 23 % | 271,360 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $23.73M | 17 % | 239,852 | ||
OMFL INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | 46138J619 | $12.57M | 9 % | 235,876 | ||
DIVO AMPLIFY ETF TR | CWP ENHANCED DIV | 032108409 | $11.82M | 8 % | 289,867 | ||
HEGD LISTED FD TR | SWAN HEDGED EQTY | 53656F599 | $11.44M | 8 % | 522,308 | ||
IXUS ISHARES TR | CORE MSCI TOTAL | 46432F834 | $11.29M | 8 % | 161,713 | ||
VFLO VICTORY PORTFOLIOS II | SHARES FREE CASH | 92647X830 | $8.33M | 6 % | 243,018 | ||
RUNN STRATEGIC TRUST | RUNNING GWTH ETF | 48817R870 | $7.64M | 5 % | 235,472 | ||
BALT INNOVATOR ETFS TRUST | DEFINED WLT SHLD | 45783Y855 | $5.73M | 4 % | 182,581 | ||
PALC PACER FDS TR | LUNT LRGCP MULTI | 69374H816 | $4.75M | 3 % | 99,067 |
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