Financial Strategies Group, Inc.
Q1 2025 13F Holdings
- Locationokemos, MI
- Num holdings
92
- Value ($000)
$422,856
- Date Filed05/16/2025
- Form type13F-HR
- CIK0001774343
- 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 |
|---|---|---|---|---|---|---|---|
SPDR SER TR | PORTFOLI S&P1500 | 78464A805 | $48.29M | 11 % | 739,692 | ||
KRE SPDR SER TR | PORTFOLIO AGRGTE | 78464A649 | $41.17M | 10 % | 1,631,185 | ||
IQLT ISHARES TR | MSCI INTL QUALTY | 46434V456 | $40.40M | 10 % | 1,021,876 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $21.42M | 5 % | 475,589 | ||
SPEM SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $21.41M | 5 % | 566,590 | ||
FNDX SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $18.38M | 4 % | 827,387 | ||
SPMD SPDR SER TR | PORTFOLIO S&P400 | 78464A847 | $17.74M | 4 % | 368,091 | ||
PSFF PACER FDS TR | SWAN SOS FD OF | 69374H568 | $11.48M | 3 % | 410,436 | ||
SPDR SER TR | S&P 600 SMCP VAL | 78464A300 | $11.14M | 3 % | 158,182 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $10.87M | 3 % | 20,576 |
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