K2 Financial Inc.
Q1 2025 13F Holdings
- Locationglendora, CA
- Num holdings
60
- Value ($000)
$101,885
- Date Filed04/25/2025
- Form type13F-HR
- CIK0002044711
- 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 |
|---|---|---|---|---|---|---|---|
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $10.44M | 10 % | 206,750 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $7.73M | 8 % | 380,944 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $5.06M | 5 % | 49,183 | ||
SUB ISHARES TR | SHRT NAT MUN ETF | 464288158 | $4.06M | 4 % | 38,672 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $3.95M | 4 % | 91,137 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $3.88M | 4 % | 80,229 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $3.78M | 4 % | 76,787 | ||
SCHA SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | $3.41M | 3 % | 159,785 | ||
VTIP VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $3.20M | 3 % | 64,315 | ||
SEIV SEI EXCHANGE TRADED FUNDS | ENHANCED US LRG | 81589A304 | $2.98M | 3 % | 100,062 |
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