Freedom Investment Management, Inc. Q1 2021 Filing

Filed May 14, 2021

Portfolio Value

$1.3B

Holdings

836

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (836 positions)

#StockSharesValue% PortfolioType
1
TLTISHARES TR
262,798$35.6M2.76%
2
FNCLFIDELITY COVINGTON TRUST
455,977$22.3M1.73%
3
MDYVSPDR SER TR
310,650$20.3M1.58%
4
BILSPDR SER TR
220,570$20.2M1.57%
5
VNQVANGUARD INDEX FDS
215,635$19.8M1.54%
6
BIVVANGUARD BD INDEX FDS
218,314$19.4M1.50%
7
HYGISHARES TR
192,539$16.8M1.30%
8
VPUVANGUARD WORLD FDS
116,126$16.3M1.27%
9
IGIBISHARES TR
263,300$15.6M1.21%
10
AAPLAPPLE INC
126,802$15.5M1.20%
11
PIEINVESCO EXCH TRADED FD TR II
610,460$14.7M1.14%
12
AGZDWISDOMTREE TR
294,614$13.8M1.08%
13
FTECFIDELITY COVINGTON TRUST
124,599$13.2M1.02%
14
IAGGISHARES TR
234,241$12.8M1.00%
15
VCSHVANGUARD SCOTTSDALE FDS
143,351$11.8M0.92%
16
BBCBJ P MORGAN EXCHANGE-TRADED F
196,916$10.7M0.83%
17
PDPINVESCO EXCHANGE TRADED FD T
124,809$10.6M0.83%
18
MLB1MERCADOLIBRE INC
7,072$10.4M0.81%
19
PDBCINVESCO ACTIVLY MANGD ETC FD
532,564$9.2M0.71%
20
VMBSVANGUARD SCOTTSDALE FDS
168,685$9.0M0.70%
21
IWSISHARES TR
75,285$8.2M0.64%
22
LGOVFIRST TR EXCHANGE-TRADED FD
287,013$7.7M0.60%
23
VDEVANGUARD WORLD FDS
111,037$7.6M0.59%
24
METAFACEBOOK INC
25,014$7.4M0.57%
25
JMIAJUMIA TECHNOLOGIES AG
206,066$7.3M0.57%
26
CMBSISHARES TR
135,236$7.3M0.57%
27
PIZINVESCO EXCH TRADED FD TR II
211,908$7.2M0.56%
28
SCHOSCHWAB STRATEGIC TR
138,984$7.1M0.55%
29
SHYISHARES TR
79,860$6.9M0.54%
30
MAMASTERCARD INCORPORATED
19,278$6.9M0.53%
31
LOGILOGITECH INTL S A
64,339$6.7M0.52%
32
TIPISHARES TR
53,222$6.7M0.52%
33
SONYSONY CORP
60,800$6.4M0.50%
34
SHOPSHOPIFY INC
5,718$6.3M0.49%
35
BRK/BBERKSHIRE HATHAWAY INC DEL
24,711$6.3M0.49%
36
SPYGSPDR SER TR
109,141$6.2M0.48%
37
GOOGLALPHABET INC
2,930$6.0M0.47%
38
LQDISHARES TR
45,968$6.0M0.46%
39
MSFTMICROSOFT CORP
25,097$5.9M0.46%
40
XLBSELECT SECTOR SPDR TR
74,395$5.9M0.46%
41
MSCIMSCI INC
13,882$5.8M0.45%
42
TSMTAIWAN SEMICONDUCTOR MFG LTD
49,042$5.8M0.45%
43
JNKSPDR SER TR
51,709$5.6M0.44%
44
BSVVANGUARD BD INDEX FDS
66,480$5.5M0.42%
45
EMBISHARES TR
49,645$5.4M0.42%
46
SOXXISHARES TR
12,689$5.4M0.42%
47
IGSBISHARES TR
92,411$5.1M0.39%
48
GILDGILEAD SCIENCES INC
77,620$5.0M0.39%
49
STMSTMICROELECTRONICS N V
126,483$4.8M0.38%
50
IEFISHARES TR
41,671$4.7M0.37%
51
GSYINVESCO ACTIVELY MANAGED ETF
93,008$4.7M0.36%
52
SCHRSCHWAB STRATEGIC TR
82,524$4.7M0.36%
53
NXPINXP SEMICONDUCTORS N V
22,922$4.6M0.36%
54
TSLATESLA INC
6,898$4.6M0.36%
55
JNJJOHNSON & JOHNSON
27,776$4.6M0.35%
56
TMOTHERMO FISHER SCIENTIFIC INC
9,919$4.5M0.35%
57
AMZNAMAZON COM INC
1,457$4.5M0.35%
58
BLVVANGUARD BD INDEX FDS
45,813$4.5M0.35%
59
DISDISNEY WALT CO
24,151$4.5M0.35%
60
DYHTARGET CORP
22,264$4.4M0.34%
61
BMYBRISTOL-MYERS SQUIBB CO
68,116$4.3M0.33%
62
STIPISHARES TR
40,386$4.3M0.33%
63
BEPCBROOKFIELD RENEWABLE CORP
89,738$4.2M0.33%
64
SPYVSPDR SER TR
109,771$4.2M0.32%
65
MRNAMODERNA INC
31,717$4.2M0.32%
66
SHMSPDR SER TR
83,432$4.1M0.32%
67
HYDWDBX ETF TR
81,859$4.1M0.32%
68
ACNACCENTURE PLC IRELAND
14,938$4.1M0.32%
69
IBMINTERNATIONAL BUSINESS MACHS
30,715$4.1M0.32%
70
ARKKARK ETF TR
32,868$3.9M0.31%
71
ERICERICSSON
294,666$3.9M0.30%
72
VTIPVANGUARD MALVERN FDS
75,265$3.9M0.30%
73
GOOGALPHABET INC
1,858$3.8M0.30%
74
EMLCVANECK VECTORS ETF TR
124,187$3.8M0.30%
75
SPGIS&P GLOBAL INC
10,210$3.6M0.28%
76
DTECALPS ETF TR
79,745$3.6M0.28%
77
FALNISHARES TR
121,944$3.6M0.28%
78
ICLRICON PLC
18,066$3.5M0.28%
79
HASIHANNON ARMSTRONG SUST INFR C
63,017$3.5M0.27%
80
PGHYINVESCO EXCH TRADED FD TR II
158,508$3.5M0.27%
81
NBISYANDEX N V
54,610$3.5M0.27%
82
PICBINVESCO EXCH TRADED FD TR II
119,685$3.4M0.27%
83
VWOVANGUARD INTL EQUITY INDEX F
65,452$3.4M0.26%
84
GIB/ACGI INC
40,729$3.4M0.26%
85
FLOTISHARES TR
66,539$3.4M0.26%
86
AMGNAMGEN INC
13,578$3.4M0.26%
87
SRLNSSGA ACTIVE ETF TR
73,477$3.4M0.26%
88
IHGINTERCONTINENTAL HOTELS GROU
48,300$3.3M0.26%
89
BKNGBOOKING HOLDINGS INC
1,426$3.3M0.26%
90
AXPAMERICAN EXPRESS CO
23,284$3.3M0.26%
91
AERAERCAP HOLDINGS NV
55,801$3.3M0.25%
92
VEAVANGUARD TAX-MANAGED INTL FD
66,068$3.2M0.25%
93
CSMPROSHARES TR
35,486$3.2M0.25%
94
CAECAE INC
111,400$3.2M0.25%
95
SYKSTRYKER CORPORATION
12,870$3.1M0.24%
96
OTXOPEN TEXT CORP
65,154$3.1M0.24%
97
PSOPEARSON PLC
290,707$3.1M0.24%
98
LOWLOWES COS INC
16,333$3.1M0.24%
99
AMATAPPLIED MATLS INC
22,868$3.1M0.24%
100
XOPSPDR SER TR
35,440$2.9M0.22%
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