Freedom Investment Management, Inc. Q3 2024 Filing
Filed November 13, 2024
Portfolio Value
$1.3T
Holdings
758
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (758 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TR | 90,656 | $52.0B | 4.14% | |
| 2 | DUHPDIMENSIONAL ETF TRUST | 1,443,077 | $49.2B | 3.92% | |
| 3 | VTVVANGUARD INDEX FDS | 242,577 | $42.3B | 3.37% | |
| 4 | BILSPDR SER TR | 325,724 | $29.9B | 2.38% | |
| 5 | DFICDIMENSIONAL ETF TRUST | 901,035 | $25.4B | 2.02% | |
| 6 | IVLUISHARES TR | 839,294 | $24.8B | 1.97% | |
| 7 | KVLEKRANESHARES TRUST | 853,479 | $22.7B | 1.80% | |
| 8 | EZMWISDOMTREE TR | 329,534 | $20.5B | 1.64% | |
| 9 | DFUSDIMENSIONAL ETF TRUST | 319,861 | $19.9B | 1.58% | |
| 10 | AQLTISHARES TR | 245,953 | $19.2B | 1.53% | |
| 11 | DFAEDIMENSIONAL ETF TRUST | 683,109 | $18.7B | 1.49% | |
| 12 | BONDPIMCO ETF TR | 196,868 | $18.6B | 1.48% | |
| 13 | AGGISHARES TR | 172,788 | $17.5B | 1.39% | |
| 14 | AVDSAMERICAN CENTY ETF TR | 290,579 | $16.4B | 1.30% | |
| 15 | IJHISHARES TR | 227,706 | $14.2B | 1.13% | |
| 16 | XLKSELECT SECTOR SPDR TR | 57,393 | $13.0B | 1.03% | |
| 17 | AAPLAPPLE INC | 53,075 | $12.4B | 0.99% | |
| 18 | DFEVDIMENSIONAL ETF TRUST | 431,524 | $12.3B | 0.98% | |
| 19 | SGOLETFS GOLD TR | 441,197 | $11.1B | 0.88% | |
| 20 | MSFTMICROSOFT CORP | 25,551 | $11.0B | 0.88% | |
| 21 | IAGGISHARES TR | 202,301 | $10.5B | 0.84% | |
| 22 | FTECFIDELITY COVINGTON TRUST | 59,683 | $10.4B | 0.83% | |
| 23 | NVDANVIDIA CORPORATION | 84,081 | $10.2B | 0.81% | |
| 24 | DGROISHARES TR | 160,684 | $10.1B | 0.80% | |
| 25 | DFSVDIMENSIONAL ETF TRUST | 315,080 | $9.7B | 0.77% | |
| 26 | AVSCAMERICAN CENTY ETF TR | 176,230 | $9.5B | 0.76% | |
| 27 | SPYGSPDR SER TR | 112,045 | $9.3B | 0.74% | |
| 28 | MRSKNORTHERN LIGHTS FD TR | 280,312 | $9.1B | 0.73% | |
| 29 | TLTISHARES TR | 82,382 | $8.1B | 0.64% | |
| 30 | XLVSELECT SECTOR SPDR TR | 51,076 | $7.9B | 0.63% | |
| 31 | XLFSELECT SECTOR SPDR TR | 169,615 | $7.7B | 0.61% | |
| 32 | GOOGLALPHABET INC | 46,212 | $7.7B | 0.61% | |
| 33 | AMZNAMAZON COM INC | 39,421 | $7.3B | 0.59% | |
| 34 | VGSHVANGUARD SCOTTSDALE FDS | 119,101 | $7.0B | 0.56% | |
| 35 | SCHESCHWAB STRATEGIC TR | 229,842 | $6.7B | 0.53% | |
| 36 | VMBSVANGUARD SCOTTSDALE FDS | 139,508 | $6.6B | 0.52% | |
| 37 | SPYVSPDR SER TR | 119,393 | $6.3B | 0.50% | |
| 38 | METAMETA PLATFORMS INC | 10,895 | $6.2B | 0.50% | |
| 39 | SPIBSPDR SER TR | 178,292 | $6.0B | 0.48% | |
| 40 | VCSHVANGUARD SCOTTSDALE FDS | 71,857 | $5.7B | 0.45% | |
| 41 | XLYSELECT SECTOR SPDR TR | 28,004 | $5.6B | 0.45% | |
| 42 | AGGYWISDOMTREE TR | 122,266 | $5.5B | 0.44% | |
| 43 | BABINVESCO EXCH TRADED FD TR II | 195,472 | $5.4B | 0.43% | |
| 44 | LQDISHARES TR | 46,243 | $5.2B | 0.42% | |
| 45 | MDYVSPDR SER TR | 65,675 | $5.2B | 0.42% | |
| 46 | GQ9SPDR GOLD TR | 21,450 | $5.2B | 0.42% | |
| 47 | JPSTJ P MORGAN EXCHANGE TRADED F | 97,822 | $5.0B | 0.40% | |
| 48 | VPUVANGUARD WORLD FD | 27,731 | $4.8B | 0.38% | |
| 49 | FHLCFIDELITY COVINGTON TRUST | 64,688 | $4.7B | 0.38% | |
| 50 | IJRISHARES TR | 38,353 | $4.5B | 0.36% | |
| 51 | HYGISHARES TR | 55,628 | $4.5B | 0.36% | |
| 52 | IGIBISHARES TR | 75,989 | $4.1B | 0.33% | |
| 53 | JHMMJOHN HANCOCK EXCHANGE TRADED | 66,959 | $4.0B | 0.32% | |
| 54 | SH1USDPROSHARES TR | 369,746 | $4.0B | 0.32% | |
| 55 | VNQVANGUARD INDEX FDS | 40,305 | $3.9B | 0.31% | |
| 56 | XLCSELECT SECTOR SPDR TR | 42,732 | $3.9B | 0.31% | |
| 57 | BNDXVANGUARD CHARLOTTE FDS | 75,877 | $3.8B | 0.30% | |
| 58 | DIHPDIMENSIONAL ETF TRUST | 137,515 | $3.8B | 0.30% | |
| 59 | MINTPIMCO ETF TR | 37,325 | $3.8B | 0.30% | |
| 60 | VONGVANGUARD SCOTTSDALE FDS | 38,890 | $3.8B | 0.30% | |
| 61 | PULSPGIM ETF TR | 73,951 | $3.7B | 0.29% | |
| 62 | LLYELI LILLY & CO | 4,142 | $3.7B | 0.29% | |
| 63 | JMUBJ P MORGAN EXCHANGE TRADED F | 67,968 | $3.5B | 0.28% | |
| 64 | XLFISELECT SECTOR SPDR TR | 41,590 | $3.5B | 0.27% | |
| 65 | SHMSPDR SER TR | 71,498 | $3.4B | 0.27% | |
| 66 | SSUSSTRATEGY SHS | 81,965 | $3.4B | 0.27% | |
| 67 | XLISELECT SECTOR SPDR TR | 25,065 | $3.4B | 0.27% | |
| 68 | QUALISHARES TR | 18,564 | $3.3B | 0.27% | |
| 69 | DFATDIMENSIONAL ETF TRUST | 58,685 | $3.3B | 0.26% | |
| 70 | DFASDIMENSIONAL ETF TRUST | 49,713 | $3.2B | 0.26% | |
| 71 | ACNACCENTURE PLC IRELAND | 8,734 | $3.1B | 0.25% | |
| 72 | BUFRFIRST TR EXCHNG TRADED FD VI | 101,201 | $3.0B | 0.24% | |
| 73 | MAMASTERCARD INCORPORATED | 6,023 | $3.0B | 0.24% | |
| 74 | SSXUSTRATEGY SHS | 96,432 | $3.0B | 0.24% | |
| 75 | RVNUDBX ETF TR | 110,369 | $2.9B | 0.23% | |
| 76 | IVVISHARES TR | 4,965 | $2.9B | 0.23% | |
| 77 | CSMPROSHARES TR | 42,748 | $2.8B | 0.22% | |
| 78 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 15,972 | $2.8B | 0.22% | |
| 79 | QCOMQUALCOMM INC | 16,182 | $2.8B | 0.22% | |
| 80 | KBWPINVESCO EXCH TRADED FD TR II | 23,665 | $2.7B | 0.22% | |
| 81 | ASMLASML HOLDING N V | 3,160 | $2.6B | 0.21% | |
| 82 | UNHUNITEDHEALTH GROUP INC | 4,416 | $2.6B | 0.21% | |
| 83 | MRKMERCK & CO INC | 22,290 | $2.5B | 0.20% | |
| 84 | SWANAMPLIFY ETF TR | 82,873 | $2.5B | 0.20% | |
| 85 | MRO*MARATHON OIL CORP | 94,132 | $2.5B | 0.20% | |
| 86 | IBMINTERNATIONAL BUSINESS MACHS | 10,978 | $2.4B | 0.19% | |
| 87 | AXPAMERICAN EXPRESS CO | 8,891 | $2.4B | 0.19% | |
| 88 | ITA*ISHARES TR | 16,083 | $2.4B | 0.19% | |
| 89 | AMATAPPLIED MATLS INC | 11,702 | $2.4B | 0.19% | |
| 90 | DFIVDIMENSIONAL ETF TRUST | 60,906 | $2.3B | 0.18% | |
| 91 | VVISA INC | 8,115 | $2.2B | 0.18% | |
| 92 | ABBVABBVIE INC | 11,214 | $2.2B | 0.18% | |
| 93 | DFUVDIMENSIONAL ETF TRUST | 52,775 | $2.2B | 0.18% | |
| 94 | VRTXVERTEX PHARMACEUTICALS INC | 4,714 | $2.2B | 0.17% | |
| 95 | NVONOVO-NORDISK A S | 18,277 | $2.2B | 0.17% | |
| 96 | SYKSTRYKER CORPORATION | 6,020 | $2.2B | 0.17% | |
| 97 | VONVVANGUARD SCOTTSDALE FDS | 26,082 | $2.2B | 0.17% | |
| 98 | JPIBJ P MORGAN EXCHANGE TRADED F | 44,584 | $2.2B | 0.17% | |
| 99 | VOOVANGUARD INDEX FDS | 4,068 | $2.1B | 0.17% | |
| 100 | IWSISHARES TR | 16,197 | $2.1B | 0.17% |
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