Eley Financial Management, Inc

Q2 2025 13F Holdings

  • Location
    south burlington, VT
  • Num holdings

    66

  • Value ($000)

    $260,537

  • Date Filed
    08/12/2025
  • Form type
    13F-HR
  • CIK
    0001965267
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AGG
AGG

ISHARESTR

COREUSAGGBDET
464287226
$24.68M
10 %

248,740

IVV
IVV

ISHARESTR

CORES&P500ETF
464287200
$23.99M
9 %

38,633

IJH
IJH

ISHARESTR

CORES&PMCPETF
464287507
$14.98M
6 %

241,480

IEI
IEI

ISHARESTR

37YRTREASBD
464288661
$12.08M
5 %

101,406

IGLB
IGLB

ISHARESTR

10+YRINVSTGRD
464289511
$9.79M
4 %

194,902

NVDA
NVDA

NvidiaCorp

COM
67066G104
$8.67M
3 %

54,866

MSFT
MSFT

MicrosoftCorp.

COM
594918104
$8.23M
3 %

16,555

SHY
SHY

ISHARESTR

13YRTREASBD
464287457
$7.52M
3 %

90,806

AAPL
AAPL

AppleComputerInc

COM
037833100
$6.56M
3 %

31,957

AVGO
AVGO

BroadcomInc

COM
11135F101
$6.21M
2 %

22,542

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