Farrow Financial Inc.
Q1 2025 13F Holdings
- Locationrandolph, VT
- Num holdings
50
- Value ($000)
$148,691
- Date Filed05/09/2025
- Form type13F-HR
- CIK0002010644
- 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 |
|---|---|---|---|---|---|---|---|
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $12.03M | 8 % | 98,628 | ||
SUSA ISHARES TR | MSCI USA ESG SLC | 464288802 | $11.06M | 7 % | 96,320 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $9.29M | 6 % | 105,529 | ||
IVLU ISHARES TR | MSCI INTL VLU FT | 46435G409 | $8.58M | 6 % | 283,137 | ||
AAPL APPLE INC | COM | 037833100 | $8.27M | 6 % | 37,221 | ||
SGOV ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $7.79M | 5 % | 77,394 | ||
ICSH ISHARES TR | ULTRA SHORT-TERM | 46434V878 | $6.97M | 5 % | 137,501 | ||
HDV ISHARES TR | CORE HIGH DV ETF | 46429B663 | $4.70M | 3 % | 38,822 | ||
DIVO AMPLIFY ETF TR | CWP ENHANCED DIV | 032108409 | $4.52M | 3 % | 110,765 | ||
SCHO SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | $4.33M | 3 % | 177,986 |
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