Addis & Hill, Inc
Q2 2025 13F Holdings
- Locationwayne, PA
- Num holdings
27
- Value ($000)
$153,130
- Date Filed07/11/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $58.82M | 38 % | 206,179 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $20.63M | 14 % | 67,873 | ||
VPL VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | 922042866 | $15.22M | 10 % | 185,171 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $10.22M | 7 % | 36,520 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $9.42M | 6 % | 94,971 | ||
RWO SPDR INDEX SHS FDS | DJ GLB RL ES ETF | 78463X749 | $6.25M | 4 % | 141,550 | ||
VGK VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | $6.12M | 4 % | 78,905 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $4.79M | 3 % | 71,313 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $4.53M | 3 % | 91,631 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $3.77M | 3 % | 17,475 |
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