James Reed Financial Services, Inc. Q4 2024 Filing
Filed February 6, 2025
Portfolio Value
$95.8B
Holdings
18
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SIZEISHARES TR | 163,373 | $24.3B | 25.31% | |
| 2 | VVVANGUARD INDEX FDS | 85,443 | $23.0B | 24.04% | |
| 3 | JEPQJ P MORGAN EXCHANGE TRADED F | 395,989 | $22.3B | 23.29% | |
| 4 | VOVANGUARD INDEX FDS | 52,884 | $14.0B | 14.57% | |
| 5 | VBVANGUARD INDEX FDS | 21,073 | $5.1B | 5.28% | |
| 6 | MSFTMICROSOFT CORP | 3,173 | $1.3B | 1.40% | |
| 7 | AAPLAPPLE INC | 5,048 | $1.3B | 1.32% | |
| 8 | ARKKARK ETF TR | 18,262 | $1.0B | 1.08% | |
| 9 | PGRPROGRESSIVE CORP | 3,408 | $816.6M | 0.85% | |
| 10 | NVDANVIDIA CORPORATION | 4,194 | $563.2M | 0.59% | |
| 11 | FSKFS KKR CAP CORP | 15,828 | $343.8M | 0.36% | |
| 12 | MMM3M CO | 2,534 | $327.1M | 0.34% | |
| 13 | JPMJPMORGAN CHASE & CO. | 1,351 | $323.8M | 0.34% | |
| 14 | VONGVANGUARD SCOTTSDALE FDS | 2,500 | $258.3M | 0.27% | |
| 15 | XOMEXXON MOBIL CORP | 2,262 | $243.3M | 0.25% | |
| 16 | AMGNAMGEN INC | 902 | $235.1M | 0.25% | |
| 17 | VOOVANGUARD INDEX FDS | 430 | $231.7M | 0.24% | |
| 18 | AMZNAMAZON COM INC | 936 | $205.3M | 0.21% |