Addis & Hill, Inc
Q1 2025 13F Holdings
- Locationwayne, PA
- Num holdings
28
- Value ($000)
$143,248
- Date Filed04/10/2025
- Form type13F-HR
- CIK0002016470
- 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 | $53.09M | 37 % | 206,571 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $20.26M | 14 % | 73,712 | ||
VPL VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | 922042866 | $13.47M | 9 % | 185,914 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $9.55M | 7 % | 36,920 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $9.25M | 7 % | 93,488 | ||
RWO SPDR INDEX SHS FDS | DJ GLB RL ES ETF | 78463X749 | $6.30M | 4 % | 144,273 | ||
VGK VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | $5.69M | 4 % | 80,976 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $4.37M | 3 % | 72,064 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $4.17M | 3 % | 92,151 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $3.38M | 2 % | 16,960 |
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