Financially Speaking Inc
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationgreenwood village, CO
- CIK0002040901
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
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 |