$143 Million is the total value of Financial Freedom, LLC's 406 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AIQ | New | GLOBAL X FDS ARTIFICIAL ETFartificial etf | $306,583 | – | 10,965 | +100.0% | 0.22% | – |
| SPMD | New | SPDR PORTFOLIO S&P 400 MID CAP ETFportfolio s&p400 | $97,929 | – | 2,134 | +100.0% | 0.07% | – |
| USRT | New | ISHARES TR CRE U S REIT ETFcre u s reit etf | $24,882 | – | 484 | +100.0% | 0.02% | – |
| SPSM | New | SPDR PORTFOLIO S&P 600 SMALL CAP ETFportfolio s&p600 | $16,662 | – | 429 | +100.0% | 0.01% | – |
| RIO | New | RIO TINTO ADR EACH REP 1 ORDsponsored adr | $6,384 | – | 100 | +100.0% | 0.00% | – |
| KRE | New | SPDR SER TR S&P REGL BKGs&p regl bkg | $4,123 | – | 101 | +100.0% | 0.00% | – |
| ONEQ | New | FIDELITY NASDAQ COMPOSITE INDEX ETF | $2,279 | – | 42 | +100.0% | 0.00% | – |
| New | SWEETGREEN INC COM CL A | $615 | – | 48 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-28
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INTERMEDIATE TERM CORPORATE BOND ETF | 4 | Q3 2023 | 9.9% |
| ISHARES CORE US AGGREGATE BOND ETF | 4 | Q3 2023 | 18.8% |
| INVESCO QQQ TR UNIT SER 1 | 4 | Q3 2023 | 7.0% |
| VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF | 4 | Q3 2023 | 7.0% |
| SELECT SECTOR SPDR TR ENERGY | 4 | Q3 2023 | 5.9% |
| PROCTER AND GAMBLE CO COM | 4 | Q3 2023 | 5.6% |
| VANGUARD CONSUMER DISCRETIONARY ETF | 4 | Q3 2023 | 4.1% |
| VANGUARD FINANCIALS INDEX FUND | 4 | Q3 2023 | 3.1% |
| SELECT SECTOR SPDR TR RL EST SEL SEC | 4 | Q3 2023 | 3.5% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | 4 | Q3 2023 | 6.9% |
View Financial Freedom, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-05-01 |
| 13F-HR | 2023-02-14 |
View Financial Freedom, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.