Waterford Advisors, LLC
Q2 2025 13F Holdings
- Locationorchard park, NY
- Num holdings
53
- Value ($000)
$270,820
- Date Filed08/14/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $55.60M | 21 % | 3,208 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $28.10M | 10 % | 1,280 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $25.55M | 9 % | 3,709 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $21.82M | 8 % | 873 | ||
SCHA SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | $16.93M | 6 % | 40,803 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $16.65M | 6 % | 2,671 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $13.22M | 5 % | 4,967 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $9.85M | 4 % | 1,357 | ||
BLV VANGUARD BD INDEX FDS | LONG TERM BOND | 921937793 | $9.67M | 4 % | 44,863 | ||
FNDE SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | 808524730 | $9.13M | 3 % | 213,080 |
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