Quaker Wealth Management, LLC
Q2 2025 13F Holdings
- Locationmoorestown, NJ
- Num holdings
868
- Value ($000)
$298,589
- Date Filed08/04/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $57.06M | 19 % | 187,750 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $29.16M | 10 % | 366,743 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $22.30M | 8 % | 167,307 | ||
IEF ISHARES TR | 7-10 YR TRSY BD | 464287440 | $16.34M | 6 % | 170,571 | ||
TLT ISHARES TR | 20 YR TR BD ETF | 464287432 | $15.34M | 5 % | 173,786 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $14.28M | 5 % | 172,253 | ||
JSI JANUS DETROIT STR TR | HENDERSON SECURI | 47103U746 | $12.80M | 4 % | 243,234 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $10.22M | 3 % | 15,411 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $9.37M | 3 % | 21,373 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $8.59M | 3 % | 175,137 |
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