Freestate Advisors LLC

CIK: 0001660328SEC EDGAR →

Portfolio Value

$123.1M

Holdings

41

As of

Q4 2025

New Positions

0

Closed Positions

4

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

SPDR SERIES TRUST

341,503$19.4M
15.77%
2

VANGUARD INDEX FDS

24,138$15.1M
12.30%
3

SCHWAB STRATEGIC TR

609,909$14.7M
11.92%
4

ISHARES TR

133,047$13.3M
10.80%
5

ISHARES TR

260,969$11.2M
9.09%
6

ISHARES TR

178,594$9.6M
7.82%
7

AMERICAN CENTY ETF TR

63,369$6.5M
5.25%
8

SPDR SERIES TRUST

132,692$4.5M
3.65%
9

SPDR SERIES TRUST

47,541$4.3M
3.53%
10

SPDR S&P 500 ETF TR

5,362$3.7M
2.97%

Quarterly Changes

Top Buys

SPIB↑ Increased
$1.9M
AGG↑ Increased
$540K
LVHI↑ Increased
$480K
SHYG↑ Increased
$346K
SCHD↑ Increased
$245K

Top Sells

VOO↓ Decreased
$931K
SPYV↓ Decreased
$436K
SCHF↓ Decreased
$357K
VTIPCLOSED
$329K
BIL↓ Decreased
$211K

New Positions (1)

$201K · 1K shares

Closed Positions (2)

$329K · 7K shares
$205K · 4K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services31$118.6M96.4%
Technology5$2.3M1.9%
Communication Services2$954K0.8%
Industrials2$925K0.8%
Consumer Cyclical1$267K0.2%