Financial Council, LLC
Q1 2025 13F Holdings
- Locationtowson, MD
- Num holdings
87
- Value ($000)
$185,512
- Date Filed04/15/2025
- Form type13F-HR
- CIK0001883629
- 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 |
|---|---|---|---|---|---|---|---|
CGGO CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | 14020X104 | $37.68M | 20 % | 1,329,957 | ||
CGGR CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $14.65M | 8 % | 427,727 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $11.10M | 6 % | 217,391 | ||
IUSG ISHARES TR | CORE S&P US GWT | 464287671 | $11.03M | 6 % | 86,765 | ||
AAPL APPLE INC | COM | 037833100 | $10.76M | 6 % | 48,436 | ||
IUSV ISHARES TR | CORE S&P US VLU | 464287663 | $8.42M | 5 % | 91,279 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $6.40M | 3 % | 79,613 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $6.24M | 3 % | 106,991 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $5.23M | 3 % | 158,520 | ||
IWV ISHARES TR | RUSSELL 3000 ETF | 464287689 | $4.97M | 3 % | 15,644 |
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