HART & PATTERSON FINANCIAL GROUP LLC
Q4 2024 13F Holdings
- Locationamherst, MA
- Num holdings
72
- Value ($000)
$205,756
- Date Filed 01/13/2025
- Form type13F-HR
- CIK 0002015835
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
V VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $20.42M | 10 % | 427,116 | ||
S SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $14.72M | 7 % | 635,073 | ||
B VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $9.41M | 5 % | 191,752 | ||
V VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $8.58M | 4 % | 177,157 | ||
S SEI EXCHANGE TRADED FUNDS | ENHANCED US LRG | 81589A205 | $8.19M | 4 % | 212,007 | ||
V VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $8.14M | 4 % | 184,894 | ||
S SEI EXCHANGE TRADED FUNDS | ENHANCED US LRG | 81589A304 | $7.97M | 4 % | 240,780 | ||
K SPDR SER TR | PORTFLI HIGH YLD | 78468R606 | $7.36M | 4 % | 313,655 | ||
S SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | $6.99M | 3 % | 270,766 | ||
B VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $6.84M | 3 % | 88,505 |
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