Edmonds Duncan Registered Investment Advisors, LLC

Q3 2024 13F Holdings

  • Location
    lawrence, KS
  • Num holdings

    108

  • Value ($000)

    $456,605

  • Date Filed
    11/13/2024
  • Form type
    13F-HR
  • CIK
    0001668155
  • 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 Q3 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
F
FBND

FIDELITY TOTAL BOND ETF

ETF
316188309
$34.72M
8 %

742,863

V
VIG

VANGUARD DIVIDEND APPRECIATION ETF

ETF
921908844
$34.46M
8 %

173,993

S
SPDW

SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF

ETF
78463X889
$34.03M
8 %

906,065

K
KRE

SPDR PORTFOLIO S&P 500 GROWTH ETF

ETF
78464A409
$32.27M
7 %

389,070

S
SPYV

SPDR PORTFOLIO S&P 500 VALUE ETF

ETF
78464A508
$31.90M
7 %

603,545

I
IEF

ISHARES 7-10 YEAR TREASURY BOND ETF

ETF
464287440
$27.81M
6 %

283,418

F
FLTR

VANECK IG FLOATING RATE ETF

ETF
92189F486
$27.20M
6 %

1,067,999

V
VOE

VANGUARD MID-CAP VALUE ETF

ETF
922908512
$14.39M
3 %

85,805

V
VBR

VANGUARD SMALL CAP VALUE ETF

ETF
922908611
$14.10M
3 %

70,228

D
DFIS

DIMENSIONAL INTERNATIONAL SMALL CAP ETF

ETF
25434V773
$13.91M
3 %

518,622

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