Freedom Investment Management, Inc. Q4 2021 Filing

Filed February 14, 2022

Portfolio Value

$1.4B

Holdings

860

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (860 positions)

#StockSharesValue% PortfolioType
1
TLTISHARES TR
218,018$32.3M2.37%
2
BILSPDR SER TR
277,748$25.4M1.86%
3
AAPLAPPLE INC
126,937$22.5M1.65%
4
PDPINVESCO EXCHANGE TRADED FD T
233,318$22.1M1.62%
5
MDYVSPDR SER TR
300,549$21.4M1.57%
6
VNQVANGUARD INDEX FDS
167,114$19.4M1.42%
7
BIVVANGUARD BD INDEX FDS
203,394$17.8M1.31%
8
VDEVANGUARD WORLD FDS
194,334$15.1M1.10%
9
HYGISHARES TR
156,682$13.6M1.00%
10
IGIBISHARES TR
219,758$13.0M0.95%
11
BBCBJ P MORGAN EXCHANGE-TRADED F
232,883$12.7M0.93%
12
AGZDWISDOMTREE TR
249,050$11.6M0.85%
13
FTECFIDELITY COVINGTON TRUST
78,927$10.7M0.78%
14
FLOTISHARES TR
192,454$9.8M0.72%
15
SRLNSSGA ACTIVE ETF TR
203,934$9.3M0.68%
16
VMBSVANGUARD SCOTTSDALE FDS
171,615$9.1M0.66%
17
SPYGSPDR SER TR
121,981$8.8M0.65%
18
TIPISHARES TR
68,406$8.8M0.65%
19
IWSISHARES TR
71,179$8.7M0.64%
20
SLQDISHARES TR
170,159$8.7M0.64%
21
IAGGISHARES TR
156,687$8.5M0.63%
22
MSFTMICROSOFT CORP
23,828$8.0M0.59%
23
VCSHVANGUARD SCOTTSDALE FDS
98,279$8.0M0.59%
24
MAMASTERCARD INCORPORATED
22,081$7.9M0.58%
25
JPIBJ P MORGAN EXCHANGE-TRADED F
153,992$7.8M0.57%
26
MSCIMSCI INC
12,394$7.6M0.56%
27
METAMETA PLATFORMS INC
22,506$7.6M0.55%
28
FNCLFIDELITY COVINGTON TRUST
134,172$7.5M0.55%
29
LGOVFIRST TR EXCHANGE-TRADED FD
269,482$7.5M0.55%
30
EELVINVESCO EXCH TRADED FD TR II
298,616$7.4M0.54%
31
CMBSISHARES TR
138,232$7.3M0.54%
32
GOOGLALPHABET INC
2,483$7.2M0.53%
33
RSPTINVESCO EXCHANGE TRADED FD T
22,022$7.1M0.52%
34
BRK/BBERKSHIRE HATHAWAY INC DEL
23,489$7.0M0.51%
35
SCHOSCHWAB STRATEGIC TR
137,575$7.0M0.51%
36
LQDISHARES TR
50,736$6.7M0.49%
37
STMSTMICROELECTRONICS N V
125,775$6.1M0.45%
38
FDNFIRST TR EXCHANGE-TRADED FD
27,127$6.1M0.45%
39
TMOTHERMO FISHER SCIENTIFIC INC
9,016$6.0M0.44%
40
TSMTAIWAN SEMICONDUCTOR MFG LTD
49,344$5.9M0.43%
41
SHOPSHOPIFY INC
4,260$5.9M0.43%
42
SPYVSPDR SER TR
137,680$5.8M0.42%
43
SONYSONY GROUP CORPORATION
45,679$5.8M0.42%
44
SPYSPDR S&P 500 ETF TR
11,916$5.7M0.41%
45
ACNACCENTURE PLC IRELAND
13,550$5.6M0.41%
46
SWANAMPLIFY ETF TR
159,865$5.5M0.40%
47
BLVVANGUARD BD INDEX FDS
52,634$5.4M0.40%
48
IEFISHARES TR
46,601$5.4M0.39%
49
EMBISHARES TR
49,072$5.4M0.39%
50
TSLATESLA INC
4,943$5.2M0.38%
51
ICLRICON PLC
16,707$5.2M0.38%
52
GSYINVESCO ACTIVELY MANAGED ETF
102,600$5.2M0.38%
53
AMZNAMAZON COM INC
1,522$5.1M0.37%
54
NOKNOKIA CORP
767,715$4.8M0.35%
55
JNKSPDR SER TR
43,293$4.7M0.34%
56
GOOGALPHABET INC
1,621$4.7M0.34%
57
IBMINTERNATIONAL BUSINESS MACHS
34,932$4.7M0.34%
58
GILDGILEAD SCIENCES INC
64,274$4.7M0.34%
59
IAUISHARES TR
183,980$4.6M0.34%
60
SCHRSCHWAB STRATEGIC TR
81,915$4.6M0.34%
61
BMYBRISTOL-MYERS SQUIBB CO
73,655$4.6M0.34%
62
JNJJOHNSON & JOHNSON
25,811$4.4M0.32%
63
BSVVANGUARD BD INDEX FDS
53,664$4.3M0.32%
64
BEPCBROOKFIELD RENEWABLE CORP
117,565$4.3M0.32%
65
SHMSPDR SER TR
87,990$4.3M0.32%
66
IGSBISHARES TR
80,132$4.3M0.32%
67
SPGIS&P GLOBAL INC
9,002$4.2M0.31%
68
MRNAMODERNA INC
16,463$4.2M0.31%
69
HYDWDBX ETF TR
81,062$4.1M0.30%
70
SIMOSILICON MOTION TECHNOLOGY CO
42,886$4.1M0.30%
71
DYHTARGET CORP
17,606$4.1M0.30%
72
SHYISHARES TR
47,566$4.1M0.30%
73
LOWLOWES COS INC
15,568$4.0M0.29%
74
HASIHANNON ARMSTRONG SUST INFR C
75,290$4.0M0.29%
75
IAU*ISHARES GOLD TR
112,819$3.9M0.29%
76
SPABSPDR SER TR
130,031$3.9M0.28%
77
IDXXIDEXX LABS INC
5,763$3.8M0.28%
78
PIZINVESCO EXCH TRADED FD TR II
92,671$3.7M0.27%
79
MLB1MERCADOLIBRE INC
2,770$3.7M0.27%
80
DGXQUEST DIAGNOSTICS INC
21,534$3.7M0.27%
81
QCOMQUALCOMM INC
20,211$3.7M0.27%
82
FLRNSPDR SER TR
119,009$3.6M0.27%
83
DISDISNEY WALT CO
23,399$3.6M0.27%
84
FQIDIGITAL RLTY TR INC
20,449$3.6M0.26%
85
RSPHINVESCO EXCHANGE TRADED FD T
11,257$3.6M0.26%
86
CSMPROSHARES TR
32,265$3.6M0.26%
87
FALNISHARES TR
118,893$3.6M0.26%
88
DTECALPS ETF TR
73,068$3.5M0.26%
89
KLACKLA CORP
8,119$3.5M0.26%
90
FTSMFIRST TR EXCHANGE-TRADED FD
58,383$3.5M0.26%
91
PGPROCTER AND GAMBLE CO
21,302$3.5M0.26%
92
SNNSMITH & NEPHEW PLC
100,534$3.5M0.25%
93
EMLCVANECK ETF TRUST
120,164$3.4M0.25%
94
USRTISHARES TR
50,261$3.4M0.25%
95
SYKSTRYKER CORPORATION
12,689$3.4M0.25%
96
UBSUBS GROUP AG
188,928$3.4M0.25%
97
AXPAMERICAN EXPRESS CO
20,556$3.4M0.25%
98
BKNGBOOKING HOLDINGS INC
1,402$3.4M0.25%
99
PGHYINVESCO EXCH TRADED FD TR II
157,031$3.4M0.25%
100
AERAERCAP HOLDINGS NV
51,210$3.4M0.25%
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