Campbell Wealth Management

Q4 2024 13F Holdings

  • Location
    alexandria, VA
  • Num holdings

    97

  • Value ($000)

    $1,111

  • Date Filed
    01/30/2025
  • Form type
    13F-HR
  • CIK
    0001736648
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SCHX

SCHWAB STRATEGIC TR

US LRG CAP ETF
808524201
$365.78K
33 %

15,779,897

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$132.94K
12 %

1,371,949

S
SCHI

SCHWAB STRATEGIC TR

5 10YR CORP BD
808524698
$125.40K
11 %

5,681,777

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$79.22K
7 %

193,020

D
DIA

SPDR DOW JONES INDL AVERAGE

UT SER 1
78467X109
$71.83K
7 %

168,821

B
BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
921937827
$66.71K
6 %

863,284

X
XLI

SELECT SECTOR SPDR TR

INDL
81369Y704
$41.63K
4 %

315,965

X
XLF

SELECT SECTOR SPDR TR

FINANCIAL
81369Y605
$36.55K
3 %

756,328

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$30.30K
3 %

51,463

S
SCHM

SCHWAB STRATEGIC TR

US MID-CAP ETF
808524508
$25.57K
2 %

922,911

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