Freedom Investment Management, Inc. Q2 2025 Filing

Filed July 30, 2025

Portfolio Value

$1.3B

Holdings

734

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (734 positions)

#	Stock	Shares	Value	% Portfolio
1	SPYSPDR S&P 500 ETF TR	94,620	$58.5M	4.67%
2	DUHPDIMENSIONAL ETF TRUST	1,587,713	$56.5M	4.51%
3	DFUSDIMENSIONAL ETF TRUST	665,448	$44.6M	3.56%
4	DFICDIMENSIONAL ETF TRUST	1,022,873	$31.8M	2.54%
5	VTVVANGUARD INDEX FDS	176,275	$31.2M	2.49%
6	BILSPDR SERIES TRUST	253,580	$23.3M	1.86%
7	AQLTISHARES TR	251,018	$21.0M	1.67%
8	EZMWISDOMTREE TR	325,994	$20.1M	1.61%
9	AGGISHARES TR	192,852	$19.1M	1.53%
10	DFAEDIMENSIONAL ETF TRUST	624,910	$18.1M	1.44%
11	AVDSAMERICAN CENTY ETF TR	259,414	$16.1M	1.29%
12	BONDPIMCO ETF TR	171,931	$15.8M	1.26%
13	IJHISHARES TR	243,609	$15.1M	1.21%
14	SGOLETFS GOLD TR	406,217	$12.8M	1.02%
15	SPYGSPDR SERIES TRUST	132,899	$12.7M	1.01%
16	NVDANVIDIA CORPORATION	79,701	$12.6M	1.00%
17	DFEVDIMENSIONAL ETF TRUST	403,824	$12.1M	0.97%
18	IVLUISHARES TR	364,176	$12.0M	0.96%
19	MSFTMICROSOFT CORP	23,810	$11.8M	0.94%
20	VONGVANGUARD SCOTTSDALE FDS	102,747	$11.2M	0.90%
21	AAPLAPPLE INC	53,235	$10.9M	0.87%
22	FTECFIDELITY COVINGTON TRUST	53,359	$10.5M	0.84%
23	AVSCAMERICAN CENTY ETF TR	194,578	$10.0M	0.80%
24	DFSVDIMENSIONAL ETF TRUST	340,643	$10.0M	0.80%
25	MRSKNORTHERN LIGHTS FD TR	281,164	$9.4M	0.75%
26	XLKSELECT SECTOR SPDR TR	35,255	$8.9M	0.71%
27	GOOGLALPHABET INC	50,331	$8.9M	0.71%
28	XLFSELECT SECTOR SPDR TR	164,652	$8.6M	0.69%
29	QQQMINVESCO EXCH TRADED FD TR II	37,918	$8.6M	0.69%
30	VONVVANGUARD SCOTTSDALE FDS	95,635	$8.1M	0.65%
31	AMZNAMAZON COM INC	36,652	$8.0M	0.64%
32	TLTISHARES TR	90,316	$8.0M	0.64%
33	VGSHVANGUARD SCOTTSDALE FDS	126,846	$7.5M	0.59%
34	METAMETA PLATFORMS INC	10,048	$7.4M	0.59%
35	IVVISHARES TR	11,769	$7.3M	0.58%
36	IAGGISHARES TR	142,185	$7.3M	0.58%
37	VMBSVANGUARD SCOTTSDALE FDS	155,923	$7.2M	0.58%
38	SCHESCHWAB STRATEGIC TR	236,490	$7.1M	0.57%
39	XLVSELECT SECTOR SPDR TR	49,891	$6.7M	0.54%
40	SCHGSCHWAB STRATEGIC TR	227,419	$6.6M	0.53%
41	SPIBSPDR SERIES TRUST	194,884	$6.5M	0.52%
42	BUFRFIRST TR EXCHNG TRADED FD VI	204,464	$6.5M	0.52%
43	SPYVSPDR SERIES TRUST	116,008	$6.1M	0.48%
44	XLCSELECT SECTOR SPDR TR	52,201	$5.7M	0.45%
45	XLYSELECT SECTOR SPDR TR	25,159	$5.5M	0.44%
46	VPUVANGUARD WORLD FD	27,638	$4.9M	0.39%
47	QUALISHARES TR	26,497	$4.8M	0.39%
48	MDYVSPDR SERIES TRUST	59,743	$4.7M	0.38%
49	AGGYWISDOMTREE TR	107,436	$4.7M	0.37%
50	BABINVESCO EXCH TRADED FD TR II	171,698	$4.6M	0.36%
51	LQDISHARES TR	40,795	$4.5M	0.36%
52	XLFISELECT SECTOR SPDR TR	45,031	$3.6M	0.29%
53	DIHPDIMENSIONAL ETF TRUST	119,800	$3.5M	0.28%
54	JHMMJOHN HANCOCK EXCHANGE TRADED	56,994	$3.5M	0.28%
55	HYGISHARES TR	42,721	$3.4M	0.27%
56	TSMTAIWAN SEMICONDUCTOR MFG LTD	14,901	$3.4M	0.27%
57	SSUSSTRATEGY SHS	74,110	$3.3M	0.27%
58	VNQVANGUARD INDEX FDS	37,317	$3.3M	0.27%
59	AEVAAEVA TECHNOLOGIES INC	86,546	$3.3M	0.26%
60	IJRISHARES TR	29,847	$3.3M	0.26%
61	KHPIMANAGED PORTFOLIO SERIES	128,320	$3.2M	0.26%
62	NFLXNETFLIX INC	2,390	$3.2M	0.26%
63	BNDXVANGUARD CHARLOTTE FDS	64,247	$3.2M	0.25%
64	VCSHVANGUARD SCOTTSDALE FDS	39,856	$3.2M	0.25%
65	SPOTSPOTIFY TECHNOLOGY S A	4,014	$3.1M	0.25%
66	AVGOBROADCOM INC	11,111	$3.1M	0.24%
67	DFATDIMENSIONAL ETF TRUST	56,550	$3.1M	0.24%
68	DFASDIMENSIONAL ETF TRUST	47,770	$3.0M	0.24%
69	LLYELI LILLY & CO	3,875	$3.0M	0.24%
70	JMUBJ P MORGAN EXCHANGE TRADED F	60,442	$3.0M	0.24%
71	GNPXGBPGENPREX INC	16,580	$3.0M	0.24%
72	VEAVANGUARD TAX-MANAGED FDS	51,901	$3.0M	0.24%
73	CSMPROSHARES TR	41,436	$2.9M	0.23%
74	IEURISHARES TR	43,085	$2.9M	0.23%
75	SSXUSTRATEGY SHS	88,947	$2.8M	0.23%
76	SECTNORTHERN LTS FD TR IV	48,478	$2.8M	0.22%
77	VVISA INC	7,883	$2.8M	0.22%
78	IBMINTERNATIONAL BUSINESS MACHS	9,416	$2.8M	0.22%
79	MAMASTERCARD INCORPORATED	4,911	$2.8M	0.22%
80	DFIVDIMENSIONAL ETF TRUST	61,760	$2.6M	0.21%
81	ACNACCENTURE PLC IRELAND	8,731	$2.6M	0.21%
82	QCOMQUALCOMM INC	16,284	$2.6M	0.21%
83	CSCOCISCO SYS INC	36,706	$2.5M	0.20%
84	VOOVANGUARD INDEX FDS	4,432	$2.5M	0.20%
85	MRKMERCK & CO INC	31,755	$2.5M	0.20%
86	BSVVANGUARD BD INDEX FDS	31,873	$2.5M	0.20%
87	RVNUDBX ETF TR	103,817	$2.5M	0.20%
88	AXPAMERICAN EXPRESS CO	7,788	$2.5M	0.20%
89	SPYMSPDR SERIES TRUST	33,127	$2.4M	0.19%
90	VUGVANGUARD INDEX FDS	5,341	$2.3M	0.19%
91	PLTRPALANTIR TECHNOLOGIES INC	17,108	$2.3M	0.19%
92	ASMLASML HOLDING N V	2,890	$2.3M	0.18%
93	WMTWALMART INC	23,029	$2.3M	0.18%
94	JMSTJ P MORGAN EXCHANGE TRADED F	43,357	$2.2M	0.18%
95	DFUVDIMENSIONAL ETF TRUST	51,421	$2.2M	0.17%
96	SHMSPDR SERIES TRUST	45,273	$2.2M	0.17%
97	JBLJABIL INC	9,898	$2.2M	0.17%
98	TSLATESLA INC	6,743	$2.1M	0.17%
99	IGIBISHARES TR	40,115	$2.1M	0.17%
100	PYLDPIMCO ETF TR	80,457	$2.1M	0.17%

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