ELEVATE WEALTH ADVISORY, INC
Q1 2025 13F Holdings
- Locationathens, GA
- Num holdings
132
- Value ($000)
$141,168
- Date Filed05/14/2025
- Form type13F-HR
- CIK0002011651
- 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 |
|---|---|---|---|---|---|---|---|
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $13.12M | 9 % | 107,568 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $12.28M | 9 % | 206,725 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $11.69M | 8 % | 149,330 | ||
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $9.76M | 7 % | 248,054 | ||
STIP ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | $8.21M | 6 % | 79,332 | ||
IDEV ISHARES TR | CORE MSCI INTL | 46435G326 | $5.43M | 4 % | 78,855 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $5.09M | 4 % | 58,355 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $5.05M | 4 % | 93,561 | ||
EFV ISHARES TR | EAFE VALUE ETF | 464288877 | $4.87M | 3 % | 82,579 | ||
AVDV AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $4.86M | 3 % | 69,643 |
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