Freedom Investment Management, Inc.
CIK: 1566653SEC EDGAR →
Portfolio Value
$294.4B
Holdings
106
As of
Q1 2026
New Positions
106
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 1,185,914 | $43.6B | 14.81% |
| 2 | DIMENSIONAL ETF TRUST | 512,578 | $36.3B | 12.34% |
| 3 | DIMENSIONAL ETF TRUST | 872,760 | $31.0B | 10.53% |
| 4 | WISDOMTREE TR | 294,048 | $19.8B | 6.71% |
| 5 | DIMENSIONAL ETF TRUST | 515,358 | $17.5B | 5.93% |
| 6 | AMERICAN CENTY ETF TR | 205,183 | $14.7B | 5.01% |
| 7 | ISHARES TR | 325,506 | $12.9B | 4.39% |
| 8 | ISHARES TR | 469,145 | $11.8B | 4.01% |
| 9 | DIMENSIONAL ETF TRUST | 288,196 | $10.1B | 3.43% |
| 10 | AMERICAN CENTY ETF TR | 161,226 | $10.0B | 3.41% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 95 | $290.5B | 98.7% |
| Unknown | 6 | $3.6B | 1.2% |
| Technology | 4 | $334.8M | 0.1% |
| Communication Services | 1 | $299K | 0.0% |