Fairway Financial, LLC
Q1 2025 13F Holdings
- Locationcasselberry, FL
- Num holdings
20
- Value ($000)
$110,236
- Date Filed04/29/2025
- Form type13F-HR
- CIK0001921009
- 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 |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $15.44M | 14 % | 56,170 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $9.47M | 9 % | 338,604 | ||
DGRO ISHARES TR | CORE DIV GRWTH | 46434V621 | $9.38M | 9 % | 151,841 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $8.78M | 8 % | 444,131 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $8.59M | 8 % | 343,218 | ||
RDVY FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 | $7.33M | 7 % | 125,219 | ||
LMBS FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 33739Q200 | $6.55M | 6 % | 133,147 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $6.23M | 6 % | 33,436 | ||
SCHZ SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | $5.83M | 5 % | 251,542 | ||
FTSM FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 33739Q408 | $5.80M | 5 % | 96,857 |
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