Finley Financial, LLC
Q1 2025 13F Holdings
- Locationlas vegas, NV
- Num holdings
121
- Value ($000)
$179,481
- Date Filed05/13/2025
- Form type13F-HR
- CIK0002047823
- 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 |
|---|---|---|---|---|---|---|---|
IWV ISHARES RUSSELL 3000 ETF | RUSSELL 3000 ETF | 464287689 | $22.29M | 12 % | 70,724 | ||
IWM ISHARES RUSSELL 2000 ETF | RUSSELL 2000 ETF | 464287655 | $17.21M | 10 % | 87,783 | ||
IXUS ISHARES TR CORE MSCI TOTAL | CORE MSCI TOTAL | 46432F834 | $12.94M | 7 % | 180,006 | ||
NDQ INVESCO QQQ TR UNIT SER 1 | UNIT SER 1 | 46090E103 | $11.99M | 7 % | 25,211 | ||
IWF ISHARES TR RUS 1000 GRW ETF | RUS 1000 GRW ETF | 464287614 | $11.84M | 7 % | 32,284 | ||
EEM ISHARES TRUST MSCI EMG MKTS ETF USD DIS | MSCI EMG MKT ETF | 464287234 | $8.54M | 5 % | 195,657 | ||
IYW ISHARES US TECHNOLOGY ETF | U.S. TECH ETF | 464287721 | $8.43M | 5 % | 59,026 | ||
IYF ISHARES US FINANCIALS ETF | U.S. FINLS ETF | 464287788 | $8.17M | 5 % | 73,915 | ||
IJH ISHARES CORE S&P MID-CAP ETF | CORE S&P MCP ETF | 464287507 | $8.09M | 5 % | 141,753 | ||
IWD ISHARES RUSSELL 1000 VALUE ETF | RUS 1000 VAL ETF | 464287598 | $6.56M | 4 % | 36,007 |
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