Financial Advisory Corp
Q1 2025 13F Holdings
- Locationgrand rapids, MI
- Num holdings
47
- Value ($000)
$604,134
- Date Filed04/14/2025
- Form type13F-HR
- CIK0001813369
- 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 |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $104.77M | 17 % | 186,452 | ||
IWP ISHARES TR | RUS MD CP GR ETF | 464287481 | $86.47M | 14 % | 736,020 | ||
TFLO ISHARES TR | TRS FLT RT BD | 46434V860 | $82.56M | 14 % | 1,629,601 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $50.04M | 8 % | 268,595 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $43.67M | 7 % | 859,049 | ||
SCZ ISHARES TR | EAFE SML CP ETF | 464288273 | $41.25M | 7 % | 649,228 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $37.48M | 6 % | 216,994 | ||
IBTG ISHARES TR | IBONDS 26 TRM TS | 46436E858 | $32.31M | 5 % | 1,408,404 | ||
XLV SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | $23.85M | 4 % | 163,312 | ||
IBTH ISHARES TR | IBONDS 27 TRM TS | 46436E841 | $17.42M | 3 % | 776,867 |
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