WEALTHGARDEN F.S. LLC
Q1 2025 13F Holdings
- Locationel segundo, CA
- Num holdings
124
- Value ($000)
$104,027
- Date Filed05/02/2025
- Form type13F-HR
- CIK0002023633
- 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 |
|---|---|---|---|---|---|---|---|
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $5.81M | 6 % | 34,013 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $4.05M | 4 % | 7,213 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $3.48M | 3 % | 37,522 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $2.67M | 3 % | 24,621 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $2.66M | 3 % | 54,610 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $2.27M | 2 % | 81,103 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $2.23M | 2 % | 89,085 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $2.13M | 2 % | 42,142 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $2.08M | 2 % | 40,802 | ||
AAPL APPLE INC | COM | 037833100 | $2.08M | 2 % | 9,367 |
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