Quaker Wealth Management, LLC
Q1 2025 13F Holdings
- Locationmoorestown, NJ
- Num holdings
916
- Value ($000)
$282,966
- Date Filed05/29/2025
- Form type13F-HR
- CIK0001733472
- 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 |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $49.35M | 17 % | 179,561 | put | |
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $28.30M | 10 % | 358,546 | put | |
IEF ISHARES TR | 7-10 YR TRSY BD | 464287440 | $16.62M | 6 % | 174,292 | put | |
TLT ISHARES TR | 20 YR TR BD ETF | 464287432 | $14.98M | 5 % | 164,590 | put | |
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $13.85M | 5 % | 169,434 | put | |
VYMI VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | $13.80M | 5 % | 187,331 | put | |
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $13.59M | 5 % | 105,349 | put | |
JAAA JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $12.78M | 5 % | 251,942 | put | |
JSI JANUS DETROIT STR TR | HENDERSON SECURI | 47103U746 | $12.48M | 4 % | 238,379 | put | |
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $8.78M | 3 % | 176,978 | put |
Rows Per Page
10
- 10
- 50
- 100