Farrell Financial LLC
Q1 2025 13F Holdings
- Locationorchard park, NY
- Num holdings
64
- Value ($000)
$137,343
- Date Filed04/16/2025
- Form type13F-HR
- CIK0002031235
- 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 |
|---|---|---|---|---|---|---|---|
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $14.69M | 11 % | 57,146 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $9.81M | 7 % | 444,416 | ||
ESGV VANGUARD WORLD FD | ESG US STK ETF | 921910733 | $8.72M | 6 % | 89,016 | ||
AAPL APPLE INC | COM | 037833100 | $7.09M | 5 % | 31,918 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $6.30M | 5 % | 77,011 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $6.07M | 4 % | 119,373 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $6.06M | 4 % | 23,417 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $5.50M | 4 % | 74,929 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $5.47M | 4 % | 24,681 | ||
VSGX VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | $4.76M | 4 % | 80,756 |
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