Farnam Financial LLC
Q2 2025 13F Holdings
- Locationphoenix, AZ
- Num holdings
48
- Value ($000)
$111,218
- Date Filed08/12/2025
- Form type13F-HR
- CIK0002080267
- 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 |
|---|---|---|---|---|---|---|---|
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $14.01M | 13 % | 573,102 | ||
SGOV ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $14.00M | 13 % | 139,023 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $12.46M | 11 % | 41,002 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $4.87M | 4 % | 204,160 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $4.68M | 4 % | 82,175 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $3.82M | 3 % | 6,722 | ||
BSCQ INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 46138J791 | $3.81M | 3 % | 195,353 | ||
BSCR INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 46138J783 | $3.72M | 3 % | 189,438 | ||
BSCP INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | 46138J825 | $3.66M | 3 % | 176,763 | ||
BSCS INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | 46138J643 | $3.60M | 3 % | 175,931 |
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