Freedom Investment Management, Inc. Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$1.2T
Holdings
736
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (736 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TR | 97,664 | $54.6B | 4.59% | |
| 2 | DUHPDIMENSIONAL ETF TRUST | 1,356,105 | $44.9B | 3.77% | |
| 3 | VTVVANGUARD INDEX FDS | 234,609 | $40.5B | 3.40% | |
| 4 | IVLUISHARES TR | 825,713 | $25.0B | 2.10% | |
| 5 | DFICDIMENSIONAL ETF TRUST | 888,675 | $24.7B | 2.07% | |
| 6 | BILSPDR SER TR | 258,311 | $23.7B | 1.99% | |
| 7 | KVLEKRANESHARES TRUST | 800,838 | $19.8B | 1.66% | |
| 8 | AGGISHARES TR | 192,666 | $19.1B | 1.60% | |
| 9 | EZMWISDOMTREE TR | 312,115 | $18.6B | 1.56% | |
| 10 | DFUSDIMENSIONAL ETF TRUST | 298,596 | $18.1B | 1.52% | |
| 11 | AQLTISHARES TR | 236,874 | $17.9B | 1.50% | |
| 12 | DFAEDIMENSIONAL ETF TRUST | 682,072 | $17.7B | 1.48% | |
| 13 | BONDPIMCO ETF TR | 185,478 | $17.2B | 1.44% | |
| 14 | AVDSAMERICAN CENTY ETF TR | 269,544 | $14.6B | 1.23% | |
| 15 | SGOLETFS GOLD TR | 455,829 | $13.6B | 1.14% | |
| 16 | IJHISHARES TR | 232,246 | $13.6B | 1.14% | |
| 17 | DFEVDIMENSIONAL ETF TRUST | 427,358 | $11.6B | 0.97% | |
| 18 | FTECFIDELITY COVINGTON TRUST | 68,288 | $11.0B | 0.92% | |
| 19 | AAPLAPPLE INC | 49,391 | $11.0B | 0.92% | |
| 20 | XLKSELECT SECTOR SPDR TR | 49,221 | $10.2B | 0.85% | |
| 21 | XLFSELECT SECTOR SPDR TR | 191,746 | $9.6B | 0.80% | |
| 22 | MSFTMICROSOFT CORP | 24,703 | $9.3B | 0.78% | |
| 23 | VONVVANGUARD SCOTTSDALE FDS | 111,135 | $9.2B | 0.77% | |
| 24 | MRSKNORTHERN LIGHTS FD TR | 286,200 | $9.1B | 0.76% | |
| 25 | SPYGSPDR SER TR | 110,508 | $8.9B | 0.75% | |
| 26 | NVDANVIDIA CORPORATION | 80,584 | $8.7B | 0.73% | |
| 27 | DFSVDIMENSIONAL ETF TRUST | 294,261 | $8.3B | 0.70% | |
| 28 | AVSCAMERICAN CENTY ETF TR | 165,365 | $8.0B | 0.67% | |
| 29 | GOOGLALPHABET INC | 50,778 | $7.9B | 0.66% | |
| 30 | VGSHVANGUARD SCOTTSDALE FDS | 128,066 | $7.5B | 0.63% | |
| 31 | AMZNAMAZON COM INC | 37,818 | $7.2B | 0.60% | |
| 32 | VMBSVANGUARD SCOTTSDALE FDS | 152,396 | $7.1B | 0.59% | |
| 33 | MINTPIMCO ETF TR | 67,578 | $6.8B | 0.57% | |
| 34 | IAGGISHARES TR | 135,142 | $6.8B | 0.57% | |
| 35 | XLVSELECT SECTOR SPDR TR | 45,737 | $6.7B | 0.56% | |
| 36 | TLTISHARES TR | 72,993 | $6.6B | 0.56% | |
| 37 | SCHESCHWAB STRATEGIC TR | 238,263 | $6.6B | 0.55% | |
| 38 | SPIBSPDR SER TR | 192,749 | $6.4B | 0.54% | |
| 39 | METAMETA PLATFORMS INC | 10,922 | $6.3B | 0.53% | |
| 40 | SPYVSPDR SER TR | 119,465 | $6.1B | 0.51% | |
| 41 | JPSTJ P MORGAN EXCHANGE TRADED F | 120,225 | $6.1B | 0.51% | |
| 42 | VONGVANGUARD SCOTTSDALE FDS | 65,020 | $6.0B | 0.51% | |
| 43 | BUFRFIRST TR EXCHNG TRADED FD VI | 197,067 | $5.9B | 0.49% | |
| 44 | AGGYWISDOMTREE TR | 114,846 | $5.0B | 0.42% | |
| 45 | BABINVESCO EXCH TRADED FD TR II | 183,771 | $4.9B | 0.41% | |
| 46 | VPUVANGUARD WORLD FD | 28,557 | $4.9B | 0.41% | |
| 47 | XLYSELECT SECTOR SPDR TR | 24,348 | $4.8B | 0.40% | |
| 48 | QUALISHARES TR | 27,787 | $4.7B | 0.40% | |
| 49 | LQDISHARES TR | 43,267 | $4.7B | 0.39% | |
| 50 | MDYVSPDR SER TR | 60,163 | $4.6B | 0.39% | |
| 51 | XLCSELECT SECTOR SPDR TR | 46,181 | $4.5B | 0.37% | |
| 52 | SCHGSCHWAB STRATEGIC TR | 176,273 | $4.4B | 0.37% | |
| 53 | IGIBISHARES TR | 81,326 | $4.3B | 0.36% | |
| 54 | IJRISHARES TR | 39,160 | $4.1B | 0.34% | |
| 55 | HYGISHARES TR | 46,766 | $3.7B | 0.31% | |
| 56 | GSSTGOLDMAN SACHS ETF TR | 71,374 | $3.6B | 0.30% | |
| 57 | JHMMJOHN HANCOCK EXCHANGE TRADED | 60,432 | $3.5B | 0.29% | |
| 58 | VNQVANGUARD INDEX FDS | 38,212 | $3.5B | 0.29% | |
| 59 | DIHPDIMENSIONAL ETF TRUST | 128,043 | $3.4B | 0.29% | |
| 60 | LLYELI LILLY & CO | 3,995 | $3.3B | 0.28% | |
| 61 | JMUBJ P MORGAN EXCHANGE TRADED F | 64,283 | $3.2B | 0.27% | |
| 62 | SSUSSTRATEGY SHS | 78,498 | $3.2B | 0.27% | |
| 63 | IVVISHARES TR | 5,621 | $3.2B | 0.27% | |
| 64 | VCSHVANGUARD SCOTTSDALE FDS | 37,530 | $3.0B | 0.25% | |
| 65 | XLFISELECT SECTOR SPDR TR | 36,161 | $3.0B | 0.25% | |
| 66 | DFATDIMENSIONAL ETF TRUST | 57,263 | $2.9B | 0.25% | |
| 67 | MAMASTERCARD INCORPORATED | 5,357 | $2.9B | 0.25% | |
| 68 | FHLCFIDELITY COVINGTON TRUST | 42,477 | $2.9B | 0.24% | |
| 69 | DFASDIMENSIONAL ETF TRUST | 48,454 | $2.9B | 0.24% | |
| 70 | BNDXVANGUARD CHARLOTTE FDS | 59,082 | $2.9B | 0.24% | |
| 71 | KHPIMANAGED PORTFOLIO SERIES | 117,669 | $2.8B | 0.24% | |
| 72 | VVISA INC | 7,993 | $2.8B | 0.24% | |
| 73 | QCOMQUALCOMM INC | 18,056 | $2.8B | 0.23% | |
| 74 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 16,532 | $2.7B | 0.23% | |
| 75 | SSXUSTRATEGY SHS | 94,471 | $2.7B | 0.23% | |
| 76 | CSMPROSHARES TR | 42,615 | $2.7B | 0.23% | |
| 77 | RVNUDBX ETF TR | 106,133 | $2.6B | 0.22% | |
| 78 | ACNACCENTURE PLC IRELAND | 8,353 | $2.6B | 0.22% | |
| 79 | IBMINTERNATIONAL BUSINESS MACHS | 10,288 | $2.6B | 0.21% | |
| 80 | SECTNORTHERN LTS FD TR IV | 46,854 | $2.4B | 0.20% | |
| 81 | DFIVDIMENSIONAL ETF TRUST | 60,663 | $2.4B | 0.20% | |
| 82 | XLISELECT SECTOR SPDR TR | 18,094 | $2.4B | 0.20% | |
| 83 | JMSTJ P MORGAN EXCHANGE TRADED F | 45,287 | $2.3B | 0.19% | |
| 84 | PYLDPIMCO ETF TR | 87,173 | $2.3B | 0.19% | |
| 85 | VEAVANGUARD TAX-MANAGED FDS | 44,781 | $2.3B | 0.19% | |
| 86 | AXPAMERICAN EXPRESS CO | 8,457 | $2.3B | 0.19% | |
| 87 | BSVVANGUARD BD INDEX FDS | 28,925 | $2.3B | 0.19% | |
| 88 | SPOTSPOTIFY TECHNOLOGY S A | 4,113 | $2.3B | 0.19% | |
| 89 | UNHUNITEDHEALTH GROUP INC | 4,303 | $2.3B | 0.19% | |
| 90 | SHMSPDR SER TR | 47,325 | $2.3B | 0.19% | |
| 91 | SPYMSPDR SER TR | 34,146 | $2.2B | 0.19% | |
| 92 | VRTXVERTEX PHARMACEUTICALS INC | 4,629 | $2.2B | 0.19% | |
| 93 | CSCOCISCO SYS INC | 36,312 | $2.2B | 0.19% | |
| 94 | FFEBFIRST TR EXCHNG TRADED FD VI | 44,681 | $2.2B | 0.18% | |
| 95 | NFLXNETFLIX INC | 2,330 | $2.2B | 0.18% | |
| 96 | DFUVDIMENSIONAL ETF TRUST | 51,812 | $2.1B | 0.18% | |
| 97 | WMTWALMART INC | 24,278 | $2.1B | 0.18% | |
| 98 | GILDGILEAD SCIENCES INC | 18,905 | $2.1B | 0.18% | |
| 99 | TSLATESLA INC | 8,130 | $2.1B | 0.18% | |
| 100 | VOOVANGUARD INDEX FDS | 4,088 | $2.1B | 0.18% |
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