Freedom Investment Management, Inc. Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$1.2T
Holdings
750
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (750 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TR | 93,273 | $54.7B | 4.54% | |
| 2 | DUHPDIMENSIONAL ETF TRUST | 1,359,855 | $45.9B | 3.82% | |
| 3 | VTVVANGUARD INDEX FDS | 232,557 | $39.4B | 3.27% | |
| 4 | DFICDIMENSIONAL ETF TRUST | 898,067 | $23.2B | 1.93% | |
| 5 | IVLUISHARES TR | 836,211 | $22.7B | 1.88% | |
| 6 | KVLEKRANESHARES TRUST | 802,651 | $20.3B | 1.68% | |
| 7 | BILSPDR SER TR | 217,322 | $19.9B | 1.65% | |
| 8 | EZMWISDOMTREE TR | 311,552 | $19.5B | 1.62% | |
| 9 | DFUSDIMENSIONAL ETF TRUST | 304,414 | $19.4B | 1.61% | |
| 10 | AGGISHARES TR | 187,319 | $18.2B | 1.51% | |
| 11 | DFAEDIMENSIONAL ETF TRUST | 687,078 | $17.4B | 1.45% | |
| 12 | BONDPIMCO ETF TR | 187,923 | $17.0B | 1.41% | |
| 13 | AQLTISHARES TR | 234,121 | $16.5B | 1.37% | |
| 14 | AVDSAMERICAN CENTY ETF TR | 269,967 | $14.0B | 1.16% | |
| 15 | IJHISHARES TR | 223,012 | $13.9B | 1.15% | |
| 16 | XLKSELECT SECTOR SPDR TR | 54,245 | $12.6B | 1.05% | |
| 17 | SGOLETFS GOLD TR | 494,515 | $12.4B | 1.03% | |
| 18 | AAPLAPPLE INC | 49,209 | $12.3B | 1.02% | |
| 19 | FTECFIDELITY COVINGTON TRUST | 63,445 | $11.7B | 0.97% | |
| 20 | NVDANVIDIA CORPORATION | 85,295 | $11.5B | 0.95% | |
| 21 | DFEVDIMENSIONAL ETF TRUST | 429,399 | $11.3B | 0.94% | |
| 22 | MRSKNORTHERN LIGHTS FD TR | 308,090 | $10.2B | 0.84% | |
| 23 | MSFTMICROSOFT CORP | 23,832 | $10.0B | 0.83% | |
| 24 | SPYGSPDR SER TR | 113,514 | $10.0B | 0.83% | |
| 25 | DGROISHARES TR | 157,776 | $9.7B | 0.80% | |
| 26 | GOOGLALPHABET INC | 50,378 | $9.5B | 0.79% | |
| 27 | XLFSELECT SECTOR SPDR TR | 197,205 | $9.5B | 0.79% | |
| 28 | DFSVDIMENSIONAL ETF TRUST | 293,912 | $9.0B | 0.75% | |
| 29 | AVSCAMERICAN CENTY ETF TR | 165,126 | $9.0B | 0.75% | |
| 30 | AMZNAMAZON COM INC | 36,385 | $8.0B | 0.66% | |
| 31 | QQQMINVESCO EXCH TRADED FD TR II | 34,948 | $7.4B | 0.61% | |
| 32 | VONGVANGUARD SCOTTSDALE FDS | 69,471 | $7.2B | 0.60% | |
| 33 | IAGGISHARES TR | 143,248 | $7.2B | 0.59% | |
| 34 | VGSHVANGUARD SCOTTSDALE FDS | 121,823 | $7.1B | 0.59% | |
| 35 | XLVSELECT SECTOR SPDR TR | 49,911 | $6.9B | 0.57% | |
| 36 | VMBSVANGUARD SCOTTSDALE FDS | 144,039 | $6.5B | 0.54% | |
| 37 | SCHESCHWAB STRATEGIC TR | 230,281 | $6.1B | 0.51% | |
| 38 | METAMETA PLATFORMS INC | 10,363 | $6.1B | 0.50% | |
| 39 | XLYSELECT SECTOR SPDR TR | 26,916 | $6.0B | 0.50% | |
| 40 | SPIBSPDR SER TR | 184,009 | $6.0B | 0.50% | |
| 41 | SPYVSPDR SER TR | 116,183 | $5.9B | 0.49% | |
| 42 | VCSHVANGUARD SCOTTSDALE FDS | 74,317 | $5.8B | 0.48% | |
| 43 | BUFRFIRST TR EXCHNG TRADED FD VI | 187,114 | $5.7B | 0.47% | |
| 44 | MDYVSPDR SER TR | 64,927 | $5.2B | 0.43% | |
| 45 | VPUVANGUARD WORLD FD | 31,809 | $5.2B | 0.43% | |
| 46 | TLTISHARES TR | 58,024 | $5.1B | 0.42% | |
| 47 | AGGYWISDOMTREE TR | 116,447 | $5.0B | 0.42% | |
| 48 | BABINVESCO EXCH TRADED FD TR II | 186,501 | $4.9B | 0.41% | |
| 49 | LQDISHARES TR | 44,633 | $4.8B | 0.40% | |
| 50 | IJRISHARES TR | 37,775 | $4.4B | 0.36% | |
| 51 | IGIBISHARES TR | 83,553 | $4.3B | 0.36% | |
| 52 | ILCGISHARES TR | 47,934 | $4.3B | 0.36% | |
| 53 | QUALISHARES TR | 24,107 | $4.3B | 0.36% | |
| 54 | SCHGSCHWAB STRATEGIC TR | 149,973 | $4.2B | 0.35% | |
| 55 | XLCSELECT SECTOR SPDR TR | 41,335 | $4.0B | 0.33% | |
| 56 | HYGISHARES TR | 47,526 | $3.7B | 0.31% | |
| 57 | JHMMJOHN HANCOCK EXCHANGE TRADED | 62,380 | $3.7B | 0.31% | |
| 58 | FHLCFIDELITY COVINGTON TRUST | 56,307 | $3.7B | 0.31% | |
| 59 | VNQVANGUARD INDEX FDS | 38,858 | $3.5B | 0.29% | |
| 60 | SSUSSTRATEGY SHS | 81,726 | $3.4B | 0.29% | |
| 61 | SHMSPDR SER TR | 72,091 | $3.4B | 0.28% | |
| 62 | DIHPDIMENSIONAL ETF TRUST | 132,374 | $3.3B | 0.28% | |
| 63 | DFATDIMENSIONAL ETF TRUST | 59,206 | $3.3B | 0.27% | |
| 64 | JMUBJ P MORGAN EXCHANGE TRADED F | 65,618 | $3.3B | 0.27% | |
| 65 | DFASDIMENSIONAL ETF TRUST | 50,027 | $3.3B | 0.27% | |
| 66 | LLYELI LILLY & CO | 4,103 | $3.2B | 0.26% | |
| 67 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 16,015 | $3.2B | 0.26% | |
| 68 | KHPIMANAGED PORTFOLIO SERIES | 121,788 | $3.1B | 0.26% | |
| 69 | MAMASTERCARD INCORPORATED | 5,797 | $3.1B | 0.25% | |
| 70 | TSLATESLA INC | 7,443 | $3.0B | 0.25% | |
| 71 | XLFISELECT SECTOR SPDR TR | 38,095 | $3.0B | 0.25% | |
| 72 | ACNACCENTURE PLC IRELAND | 8,297 | $2.9B | 0.24% | |
| 73 | CSMPROSHARES TR | 42,167 | $2.8B | 0.23% | |
| 74 | BNDXVANGUARD CHARLOTTE FDS | 56,182 | $2.8B | 0.23% | |
| 75 | RVNUDBX ETF TR | 106,842 | $2.7B | 0.22% | |
| 76 | SSXUSTRATEGY SHS | 96,573 | $2.7B | 0.22% | |
| 77 | AXPAMERICAN EXPRESS CO | 8,794 | $2.6B | 0.22% | |
| 78 | VVISA INC | 8,163 | $2.6B | 0.21% | |
| 79 | QCOMQUALCOMM INC | 16,773 | $2.6B | 0.21% | |
| 80 | JMSTJ P MORGAN EXCHANGE TRADED F | 46,692 | $2.4B | 0.20% | |
| 81 | NDQINVESCO QQQ TR | 4,588 | $2.3B | 0.19% | |
| 82 | NFLXNETFLIX INC | 2,585 | $2.3B | 0.19% | |
| 83 | XLISELECT SECTOR SPDR TR | 17,467 | $2.3B | 0.19% | |
| 84 | SWANAMPLIFY ETF TR | 77,493 | $2.3B | 0.19% | |
| 85 | AVGOBROADCOM INC | 9,673 | $2.2B | 0.19% | |
| 86 | IBMINTERNATIONAL BUSINESS MACHS | 10,193 | $2.2B | 0.19% | |
| 87 | DFIVDIMENSIONAL ETF TRUST | 61,613 | $2.2B | 0.18% | |
| 88 | ASMLASML HOLDING N V | 3,148 | $2.2B | 0.18% | |
| 89 | VOOVANGUARD INDEX FDS | 4,017 | $2.2B | 0.18% | |
| 90 | JPIBJ P MORGAN EXCHANGE TRADED F | 45,656 | $2.2B | 0.18% | |
| 91 | UNHUNITEDHEALTH GROUP INC | 4,243 | $2.1B | 0.18% | |
| 92 | TPRTAPESTRY INC | 32,709 | $2.1B | 0.18% | |
| 93 | SPOTSPOTIFY TECHNOLOGY S A | 4,771 | $2.1B | 0.18% | |
| 94 | DFUVDIMENSIONAL ETF TRUST | 51,765 | $2.1B | 0.18% | |
| 95 | MSCIMSCI INC | 3,524 | $2.1B | 0.18% | |
| 96 | VONVVANGUARD SCOTTSDALE FDS | 25,986 | $2.1B | 0.18% | |
| 97 | WMTWALMART INC | 23,317 | $2.1B | 0.18% | |
| 98 | SYKSTRYKER CORPORATION | 5,839 | $2.1B | 0.17% | |
| 99 | HDHOME DEPOT INC | 5,364 | $2.1B | 0.17% | |
| 100 | IWSISHARES TR | 16,017 | $2.1B | 0.17% |
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