UNIQUE WEALTH, LLC
Q1 2025 13F Holdings
- Locationclearwater, FL
- Num holdings
152
- Value ($000)
$529,224
- Date Filed04/11/2025
- Form type13F-HR
- CIK0001957124
- 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 |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $61.79M | 12 % | 109,960 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $32.48M | 6 % | 58,060 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $28.55M | 5 % | 288,568 | ||
EFA ISHARES TR | MSCI EAFE ETF | 464287465 | $28.41M | 5 % | 347,644 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $20.74M | 4 % | 196,696 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $19.93M | 4 % | 795,860 | ||
JAVA J P MORGAN EXCHANGE TRADED F | ACTIVE VALUE ETF | 46641Q167 | $13.74M | 3 % | 216,219 | ||
IWR ISHARES TR | RUS MID CAP ETF | 464287499 | $13.73M | 3 % | 161,368 | ||
DYNF BLACKROCK ETF TRUST | US EQT FACTOR | 09290C103 | $13.29M | 3 % | 272,546 | ||
TRIMTABS ETF TR | FCF US QLTY ETF | 89628W302 | $12.65M | 2 % | 197,889 |
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