Abound Wealth Management
Q1 2025 13F Holdings
- Locationfranklin, TN
- Num holdings
1,270
- Value ($000)
$299,626
- Date Filed04/17/2025
- Form type13F-HR
- CIK0001950323
- 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 |
|---|---|---|---|---|---|---|---|
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $39.13M | 13 % | 374,191 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $38.46M | 13 % | 388,788 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $25.87M | 9 % | 508,923 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $21.34M | 7 % | 37,972 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $19.02M | 6 % | 352,423 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $16.95M | 6 % | 767,721 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $14.13M | 5 % | 51,395 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $13.59M | 5 % | 26,442 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $12.72M | 4 % | 57,354 | ||
AAPL APPLE INC | COM | 037833100 | $8.81M | 3 % | 39,642 |
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