Halpern Financial, Inc.
Q3 2024 13F Holdings
- Locationashburn, VA
- Num holdings
230
- Value ($000)
$388,733
- Date Filed10/04/2024
- Form type13F-HR
- CIK0001994335
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVE ISHARES S&P 500 VALUE ETF | ETF | 464287408 | $49.87M | 13 % | 254,034 | ||
IVV ISHARES S&P 500 INDEX | ETF | 464287200 | $32.96M | 9 % | 57,666 | ||
USMV ISHARES MSCI USA MIN VOL FACTOR ETF | ETF | 46429B697 | $32.96M | 9 % | 362,245 | ||
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | ETF | 78463X889 | $31.41M | 8 % | 842,980 | ||
IVW ISHARES S&P 500 GROWTH ETF | ETF | 464287309 | $22.49M | 6 % | 237,739 | ||
SCHD SCHWAB US DIVIDEND EQUITY ETF | ETF | 808524797 | $21.40M | 6 % | 253,173 | ||
VWO VANGUARD FTSE EMERGING MARKETS ETF | ETF | 922042858 | $18.27M | 5 % | 371,304 | ||
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF | ETF | 46641Q332 | $14.37M | 4 % | 242,713 | ||
VB VANGUARD SMALL CAP ETF | ETF | 922908751 | $13.50M | 4 % | 57,497 | ||
IJR ISHARES S&P SMALLCAP 600 ETF | ETF | 464287804 | $12.30M | 3 % | 106,988 |
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