SAM Advisors, LLC
Q1 2025 13F Holdings
- Locationoakhurst, CA
- Num holdings
40
- Value ($000)
$266,864
- Date Filed05/07/2025
- Form type13F-HR
- CIK0001600944
- 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 | $82.95M | 31 % | 301,826 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $44.75M | 17 % | 720,600 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $17.57M | 7 % | 37,471 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $15.23M | 6 % | 68,673 | ||
KRE SPDR SER TR | PORTFLI HIGH YLD | 78468R606 | $14.49M | 5 % | 618,666 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $10.58M | 4 % | 19,861 | ||
JPEM J P MORGAN EXCHANGE TRADED F | DIV RTN EM EQT | 46641Q308 | $9.79M | 4 % | 185,751 | ||
IYG ISHARES TR | U.S. FIN SVC ETF | 464287770 | $8.92M | 3 % | 113,554 | ||
BKLN INVESCO EXCH TRADED FD TR II | SR LN ETF | 46138G508 | $5.64M | 2 % | 272,368 | ||
KRE SPDR SER TR | BLOOMBERG SHT TE | 78468R408 | $5.55M | 2 % | 220,565 |
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