Saxony Capital Management, LLC
Q2 2025 13F Holdings
- Locationst. louis, MO
- Num holdings
128
- Value ($000)
$130,467
- Date Filed08/04/2025
- Form type13F-HR
- CIK0001561330
- 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 |
|---|---|---|---|---|---|---|---|
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $6.91M | 5 % | 149,453 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $6.82M | 5 % | 92,658 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $6.73M | 5 % | 11,843 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $4.89M | 4 % | 30,942 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $4.53M | 4 % | 8,209 | ||
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $3.63M | 3 % | 63,817 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $3.50M | 3 % | 143,349 | ||
DIA SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 | $3.22M | 3 % | 7,318 | ||
KRE SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | $3.03M | 2 % | 31,813 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $2.60M | 2 % | 75,170 |
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