K2 Financial Inc.
Q2 2025 13F Holdings
- Locationglendora, CA
- Num holdings
59
- Value ($000)
$113,373
- Date Filed07/17/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $11.05M | 10 % | 196,068 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $9.55M | 8 % | 387,464 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $6.27M | 6 % | 86,415 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $4.86M | 4 % | 99,684 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $4.73M | 4 % | 45,635 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $4.36M | 4 % | 87,137 | ||
SCHA SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | $4.23M | 4 % | 164,965 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $3.95M | 4 % | 80,485 | ||
SUB ISHARES TR | SHRT NAT MUN ETF | 464288158 | $3.85M | 3 % | 36,170 | ||
SEIM SEI EXCHANGE TRADED FUNDS | ENHANCED US LRG | 81589A205 | $3.58M | 3 % | 84,926 |
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