Red Mountain Financial, LLC
Q1 2025 13F Holdings
- Locationfort collins, CO
- Num holdings
63
- Value ($000)
$82,046
- Date Filed04/28/2025
- Form type13F-HR
- CIK0001997650
- 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 |
|---|---|---|---|---|---|---|---|
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $10.18M | 12 % | 364,131 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $5.14M | 6 % | 9,654 | ||
JPIE J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 | $4.70M | 6 % | 102,100 | ||
AAPL APPLE INC | COM | 037833100 | $4.52M | 6 % | 20,330 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $4.10M | 5 % | 89,717 | ||
JMUB J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 | $3.69M | 5 % | 73,857 | ||
SCHY SCHWAB STRATEGIC TR | INTERNL DIVID | 808524672 | $3.23M | 4 % | 127,107 | ||
VIGI VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | $3.09M | 4 % | 37,298 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $3.04M | 4 % | 38,842 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $2.72M | 3 % | 46,149 |
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