JUNCTURE WEALTH STRATEGIES, LLC
Q1 2025 13F Holdings
- Locationscottsdale, AZ
- Num holdings
122
- Value ($000)
$257,428
- Date Filed04/10/2025
- Form type13F-HR
- CIK0001632866
- 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 |
|---|---|---|---|---|---|---|---|
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $60.54M | 24 % | 235,555 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $19.75M | 8 % | 479,179 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $16.92M | 7 % | 785,979 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $10.02M | 4 % | 194,531 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $9.97M | 4 % | 356,406 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $8.97M | 4 % | 175,545 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $7.79M | 3 % | 78,781 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $6.70M | 3 % | 81,939 | ||
XYLD GLOBAL X FDS | S&P 500 COVERED | 37954Y475 | $5.93M | 2 % | 150,138 | ||
VOT VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 | $4.44M | 2 % | 18,165 |
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