Eley Financial Management, Inc
Q1 2025 13F Holdings
- Locationsouth burlington, VT
- Num holdings
66
- Value ($000)
$249,511
- Date Filed05/13/2025
- Form type13F-HR
- CIK0001965267
- 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 |
|---|---|---|---|---|---|---|---|
AGG ISHARESTR | COREUSAGGBDET | 464287226 | $24.79M | 10 % | 250,459 | ||
IVV ISHARESTR | CORES&P500ETF | 464287200 | $20.30M | 8 % | 36,008 | ||
IJH ISHARESTR | CORES&PMCPETF | 464287507 | $14.09M | 6 % | 240,220 | ||
IEI ISHARESTR | 37YRTREASBD | 464288661 | $12.33M | 5 % | 104,497 | ||
IGLB ISHARESTR | 10+ YR INVST GRD | 464289511 | $9.77M | 4 % | 194,399 | ||
FI FiservCorp | COM | 337738108 | $7.82M | 3 % | 35,233 | ||
SHY ISHARESTR | 13YRTREASBD | 464287457 | $7.52M | 3 % | 91,233 | ||
AAPL AppleComputerInc | COM | 037833100 | $7.14M | 3 % | 31,977 | ||
MSFT MicrosoftCorp. | COM | 594918104 | $6.36M | 3 % | 16,632 | ||
NVDA NvidiaCorp | COM | 67066G104 | $6.22M | 3 % | 56,452 |
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