James J. Burns & Company, LLC
Q2 2025 13F Holdings
- Locationmelville, NY
- Num holdings
156
- Value ($000)
$613,094
- Date Filed07/15/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $147.99M | 24 % | 518,733 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $38.15M | 6 % | 552,247 | ||
VXF VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $37.74M | 6 % | 195,831 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $26.34M | 4 % | 42,637 | ||
AAPL APPLE INC | COM | 037833100 | $23.82M | 4 % | 116,099 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $18.28M | 3 % | 625,828 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $16.79M | 3 % | 704,368 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $16.01M | 3 % | 161,365 | ||
SCHZ SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | $15.10M | 3 % | 649,813 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $14.47M | 2 % | 154,250 |
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