WARNER FINANCIAL, INC
Q1 2025 13F Holdings
- Locationbethesda, MD
- Num holdings
114
- Value ($000)
$226
- Date Filed04/21/2025
- Form type13F-HR
- CIK0001927175
- 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 |
|---|---|---|---|---|---|---|---|
VTV Vanguard Large Cap Value Index ETF | ETF | 922908744 | $27.97K | 12 % | 161,926 | ||
VUG Vanguard Large Cap Growth Index ETF | ETF | 922908736 | $23.21K | 10 % | 62,600 | ||
VEA Vanguard FTSE Developed Markets ETF | ETF | 921943858 | $13.29K | 6 % | 261,567 | ||
VIG Vanguard Dividend Appreciation Index ETF | ETF | 921908844 | $8.29K | 4 % | 42,752 | ||
VO Vanguard Mid Cap Index ETF | ETF | 922908629 | $7.71K | 3 % | 29,825 | ||
SCHG Schwab US Large Cap Growth ETF | ETF | 808524300 | $7.24K | 3 % | 289,251 | ||
NDQ Invesco QQQ ETF | ETF | 46090E103 | $7.22K | 3 % | 15,390 | ||
VOO Vanguard S&P 500 ETF | ETF | 922908363 | $6.43K | 3 % | 12,522 | ||
QUAL iShares Edge MSCI USA Quality Factor ETF | ETF | 46432F339 | $4.77K | 2 % | 27,890 | ||
SCHF Schwab International Equity ETF | ETF | 808524805 | $4.58K | 2 % | 231,821 |
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