James J. Burns & Company, LLC
Q1 2025 13F Holdings
- Locationmelville, NY
- Num holdings
143
- Value ($000)
$558,335
- Date Filed04/08/2025
- Form type13F-HR
- CIK0001949059
- 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 |
|---|---|---|---|---|---|---|---|
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $136.11M | 24 % | 529,541 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $35.00M | 6 % | 563,664 | ||
VXF VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $33.69M | 6 % | 195,552 | ||
AAPL APPLE INC | COM | 037833100 | $25.86M | 5 % | 116,402 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $19.89M | 4 % | 35,552 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $16.03M | 3 % | 640,185 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $15.48M | 3 % | 719,192 | ||
SCHZ SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | $15.28M | 3 % | 659,589 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $15.14M | 3 % | 153,034 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $12.70M | 2 % | 144,348 |
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