Financially Speaking Inc
13F Portfolio Filings
Most recent 13F Q3 2025Location greenwood village, COCIK 0002040901All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
169 | $152.24M | SCHWAB TREASURY VALUE ADV MONE, JTEK, ICON FLEXIBLE BD FD INV, XLK | 13F-HR | Nov 6, 2025 | 000139834425020442 | ||
164 | $151.98M | SCHWAB TREASURY VALUE ADV MONE, JTEK, ICON FLEXIBLE BD FD INV, FLDR | 13F-HR | Aug 7, 2025 | 000139834425014680 | ||
78 | $135.58M | SCHWAB TREASURY VALUE ADV MONE, ICON FLEXIBLE BD FD INV, NYLI MACKAY SHORT DURATION HIGH INC CL A, RNMBY | 13F-HR | May 7, 2025 | 000139834425008919 | ||
181 | $147.22M | JEPQ, ICON FLEXIBLE BD FD INV, SCHG, LCTU | 13F-HR | Feb 11, 2025 | 000139834425002410 |