Econ Financial Services Corp

Q2 2025 13F Holdings

  • Location
    harrisburg, PA
  • Num holdings

    82

  • Value ($000)

    $194,183

  • Date Filed
    08/04/2025
  • 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 Q2 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
$14.82M
8 %

314,859

IJR
IJR

ISHARES TR

CORE S&P SCP ETF
$11.83M
6 %

108,200

PYLD
PYLD

PIMCO ETF TR

MULTISECTOR BD
$10.67M
6 %

402,204

IJH
IJH

ISHARES TR

CORE S&P MCP ETF
$9.86M
5 %

158,983

BNDX
BNDX

VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF
$7.51M
4 %

151,757

XLE
XLE

SELECT SECTOR SPDR TR

ENERGY
$7.26M
4 %

85,619

VWO
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
$5.59M
3 %

113,039

IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
$5.59M
3 %

66,958

VCLT
VCLT

VANGUARD SCOTTSDALE FDS

LG-TERM COR BD
$5.46M
3 %

71,983

XLV
XLV

SELECT SECTOR SPDR TR

SBI HEALTHCARE
$4.87M
3 %

36,103

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