Econ Financial Services Corp

Q1 2025 13F Holdings

  • Location
    harrisburg, PA
  • Num holdings

    78

  • Value ($000)

    $187,810

  • Date Filed
    04/23/2025
  • Form type
    13F-HR
  • CIK
    0001659718
  • 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
JCPB
JCPB

J P MORGAN EXCHANGE TRADED F

CORE PLUS BD ETF
$13.39M
7 %

284,618

IJR
IJR

ISHARES TR

CORE S&P SCP ETF
$11.04M
6 %

105,555

PYLD
PYLD

PIMCO ETF TR

MULTISECTOR BD
$9.50M
5 %

360,541

IJH
IJH

ISHARES TR

CORE S&P MCP ETF
$8.62M
5 %

147,721

XLE
XLE

SELECT SECTOR SPDR TR

ENERGY
$7.95M
4 %

85,089

IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
$7.45M
4 %

98,475

BNDX
BNDX

VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF
$7.31M
4 %

149,689

SCHD
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
$6.13M
3 %

219,320

VCLT
VCLT

VANGUARD SCOTTSDALE FDS

LG-TERM COR BD
$5.42M
3 %

71,338

VWO
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
$5.17M
3 %

114,322

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