$141 Million is the total value of Financial Freedom, LLC's 375 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CORP | New | PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETFinv grd crp bd | $1,696,906 | – | 18,623 | +100.0% | 1.20% | – |
| XLV | New | HEALTH CARE SELECT SECTOR SPDRsbi healthcare | $417,087 | – | 3,240 | +100.0% | 0.30% | – |
| XMHQ | New | INVESCO EXCHANGE TRADED FD TR S&P MDCP QUALITYs&p mdcp quality | $198,815 | – | 2,469 | +100.0% | 0.14% | – |
| FBND | New | FIDELITY TOTAL BOND ETFtotal bd etf | $131,480 | – | 3,018 | +100.0% | 0.09% | – |
| MOAT | New | VANECK ETF TRUST MRNGSTR WDE MOATmrngstr wde moat | $67,422 | – | 889 | +100.0% | 0.05% | – |
| SCHG | New | SCHWAB US LARGE-CAP GROWTH ETFus lcap gr etf | $48,941 | – | 673 | +100.0% | 0.04% | – |
| NDAQ | New | NASDAQ INC COM STK | $4,881 | – | 100 | +100.0% | 0.00% | – |
| CRSP | New | CRISPR THERAPEUTICS AG COM CHF0.03namen akt | $4,539 | – | 100 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-06
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.