Abound Wealth Management
Q2 2025 13F Holdings
- Locationfranklin, TN
- Num holdings
1,299
- Value ($000)
$353,922
- Date Filed07/14/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $42.33M | 12 % | 387,319 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $40.24M | 11 % | 405,627 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $28.29M | 8 % | 496,226 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $23.03M | 7 % | 37,093 | ||
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $22.40M | 6 % | 78,515 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $19.19M | 5 % | 785,387 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $18.90M | 5 % | 314,806 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $15.98M | 5 % | 28,131 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $15.52M | 4 % | 65,464 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $12.97M | 4 % | 42,688 |
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