Waterford Advisors, LLC
Q1 2025 13F Holdings
- Locationorchard park, NY
- Num holdings
51
- Value ($000)
$240,987
- Date Filed05/14/2025
- Form type13F-HR
- CIK0001960657
- 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 | $48.44M | 20 % | 86,215 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $24.36M | 10 % | 141,050 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $23.02M | 10 % | 62,075 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $18.95M | 8 % | 372,890 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $16.01M | 7 % | 327,908 | ||
SCHA SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | $14.95M | 6 % | 638,087 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $12.60M | 5 % | 160,970 | ||
BLV VANGUARD BD INDEX FDS | LONG TERM BOND | 921937793 | $9.28M | 4 % | 131,711 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $8.65M | 4 % | 191,050 | ||
FNDE SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | 808524730 | $8.34M | 4 % | 270,716 |
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