VCI Wealth Management LLC
Q1 2025 13F Holdings
- Locationst louis, MO
- Num holdings
102
- Value ($000)
$238,372
- Date Filed05/06/2025
- Form type13F-HR
- CIK0002009388
- 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 |
|---|---|---|---|---|---|---|---|
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $24.47M | 10 % | 415,093 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $11.68M | 5 % | 230,785 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $11.31M | 5 % | 222,439 | ||
AAPL APPLE INC | COM | 037833100 | $10.60M | 4 % | 47,715 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $10.14M | 4 % | 27,012 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $8.04M | 3 % | 74,161 | ||
SCHP SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | $7.26M | 3 % | 270,037 | ||
VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 | $7.16M | 3 % | 154,692 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $7.00M | 3 % | 89,466 | ||
BIV VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $6.62M | 3 % | 86,453 |
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