Financial Designs Corp
Q2 2025 13F Holdings
- Locationclaremont, CA
- Num holdings
35
- Value ($000)
$163,122
- Date Filed07/17/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $36.07M | 22 % | 267,136 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $23.68M | 15 % | 238,714 | ||
OMFL INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | 46138J619 | $12.69M | 8 % | 219,670 | ||
DIVO AMPLIFY ETF TR | CWP ENHANCED DIV | 032108409 | $12.34M | 8 % | 289,908 | ||
HEGD LISTED FDS TR | SWAN HEDGED EQTY | 53656F599 | $12.30M | 8 % | 523,285 | ||
IXUS ISHARES TR | CORE MSCI TOTAL | 46432F834 | $11.58M | 7 % | 149,794 | ||
RUNN STRATEGIC TRUST | RUNNING GWTH ETF | 48817R870 | $8.31M | 5 % | 245,615 | ||
VFLO VICTORY PORTFOLIOS II | SHARES FREE CASH | 92647X830 | $7.57M | 5 % | 214,016 | ||
THORNBURG ETF TR | INTL EQUITY ETF | 88521L306 | $7.30M | 5 % | 246,858 | ||
BALT INNOVATOR ETFS TRUST | DEFINED WLT SHLD | 45783Y855 | $5.99M | 4 % | 186,679 |
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