NESTEGG ADVISORS, INC.
Q2 2025 13F Holdings
- Locationhauppauge, NY
- Num holdings
46
- Value ($000)
$103,852
- Date Filed07/28/2025
- Form type13F-HR
- CIK0002062716
- 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 |
|---|---|---|---|---|---|---|---|
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $19.62M | 19 % | 46,214 | ||
IWD ISHARES TR | RUS 1000 VAL ETF | 464287598 | $14.86M | 14 % | 76,527 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $11.41M | 11 % | 104,430 | ||
IBDV ISHARES TR | IBONDS DEC 2030 | 46436E726 | $9.15M | 9 % | 416,429 | ||
RDVY FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 | $6.39M | 6 % | 101,806 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $5.90M | 6 % | 201,817 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $5.18M | 5 % | 11,825 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $3.71M | 4 % | 65,019 | ||
IBMS ISHARES TR | IBONDS DEC 2030 | 46438G687 | $3.11M | 3 % | 121,228 | ||
AAPL APPLE INC | COM | 037833100 | $2.99M | 3 % | 14,568 |
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