MANCHESTER FINANCIAL INC

Q1 2025 13F Holdings

  • Location
    westlake village, CA
  • Num holdings

    122

  • Value ($000)

    $443,930

  • Date Filed
    05/13/2025
  • Form type
    13F-HR
  • CIK
    0000866590
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SCHB
SCHB

SCHWAB STRATEGIC TR

US BRD MKT ETF
$75.35M
17 %

3,499,944

BSCR
BSCR

INVESCO EXCH TRD SLF IDX FD

BULSHS 2027 CB
$48.41M
11 %

2,471,396

RSP
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
$42.02M
10 %

242,565

SCHX
SCHX

SCHWAB STRATEGIC TR

US LRG CAP ETF
$27.18M
6 %

1,230,874

EWZ
EWZ

ISHARES INC

MSCI BRAZIL ETF
$18.59M
4 %

719,206

SCHM
SCHM

SCHWAB STRATEGIC TR

US MID-CAP ETF
$16.63M
4 %

634,603

FTSM
FTSM

FIRST TR EXCHANGE-TRADED FD

FIRST TR ENH NEW
$15.43M
4 %

257,924

AAPL
AAPL

APPLE INC

COM
$13.64M
3 %

61,398

NVDA
NVDA

NVIDIA CORPORATION

COM
$13.30M
3 %

122,742

FDL
FDL

FIRST TR MORNINGSTAR DIVID L

SHS
$10.26M
2 %

236,138

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