ACAS, LLC
Q1 2025 13F Holdings
- Locationrancho santa fe, CA
- Num holdings
85
- Value ($000)
$131,385
- Date Filed05/02/2025
- Form type13F-HR
- CIK0001859505
- 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 |
|---|---|---|---|---|---|---|---|
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $9.62M | 7 % | 18,141 | ||
CGGR CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $9.58M | 7 % | 272,043 | ||
CGDV CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $9.55M | 7 % | 271,549 | ||
AAPL APPLE INC | COM | 037833100 | $9.07M | 7 % | 42,512 | ||
BOXX EA SERIES TRUST | ALPHA ARCH 1-3 | 02072L565 | $7.63M | 6 % | 68,184 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $6.06M | 5 % | 63,221 | ||
AMZN AMAZON COM INC | COM | 023135106 | $4.70M | 4 % | 24,712 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $4.19M | 3 % | 14,082 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $4.04M | 3 % | 21,964 | ||
CGBL CAPITAL GROUP CORE BALANCED | SHS | 14021D107 | $3.63M | 3 % | 116,819 |
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