Addison Advisors LLC
Q1 2025 13F Holdings
- Locationmiddlebury, VT
- Num holdings
839
- Value ($000)
$366,516
- Date Filed05/12/2025
- Form type13F-HR
- CIK0001843745
- 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 |
|---|---|---|---|---|---|---|---|
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $18.20M | 5 % | 93,802 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $17.41M | 5 % | 293,041 | ||
VTIP VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $14.91M | 4 % | 298,745 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $12.92M | 4 % | 34,834 | ||
VLUE ISHARES TR | MSCI USA VALUE | 46432F388 | $12.68M | 4 % | 118,882 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $12.61M | 3 % | 306,042 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $10.58M | 3 % | 106,957 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $9.51M | 3 % | 194,771 | ||
VOT VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 | $9.01M | 3 % | 36,835 | ||
IQLT ISHARES TR | MSCI INTL QUALTY | 46434V456 | $7.65M | 2 % | 192,704 |
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