Freedom Investment Management, Inc.
CIK 1566653 · Holdings on Dec 31, 2023 · First reported Feb 14, 2024
Top ten holdings
Q4 2023- BIL4.17%
- SPY3.84%
- DUHP2.65%
- VTV2.47%
- FMAY2.44%
- DFIC1.83%
- IVLU1.80%
- EZM1.70%
- KVLE1.60%
- BOND1.57%
Share classes counted separately24.07%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BILSS SPDR BB 1-3M T-BILL ETFBLOOMBERG 1-3 MO View history and evidence | $51.23M | 4.17% | 560.60K shares | — | ↗▾ | |
| 02 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $47.13M | 3.84% | 99.16K shares | — | ↗▾ | |
| 03 | DUHPDIMENSIONAL US HIGH PROFI ETUS HIGH PROFITAB View history and evidence | $32.49M | 2.65% | 1.14M shares | — | ↗▾ | |
| 04 | VTVVANGUARD MRNGSTR VAL ETF-AUIVALUE ETF View history and evidence | $30.29M | 2.47% | 202.63K shares | — | ↗▾ | |
| 05 | FMAYFT VEST US EQUITY BUFFER ETFCBOE VEST US BUF View history and evidence | $29.94M | 2.44% | 722.57K shares | — | ↗▾ | |
| 06 | DFICDIMENSIONAL INTERNATIONAL COINTL CORE EQUITY View history and evidence | $22.50M | 1.83% | 881.38K shares | — | ↗▾ | |
| 07 | IVLUISHARES MSCI INTERNATIONAL VMSCI INTL VLU FT View history and evidence | $22.09M | 1.80% | 833.15K shares | — | ↗▾ | |
| 08 | EZMWISDOMTREE US MIDCAP FUNDUS MIDCAP FUND View history and evidence | $20.80M | 1.70% | 362.50K shares | — | ↗▾ | |
| 09 | KVLEKRANESHARES VALUE LINE DYNAMKRANESHARES VALU View history and evidence | $19.69M | 1.60% | 854.21K shares | — | ↗▾ | |
| 10 | BONDPIMCO ACTIVE BOND EXCHANGE-TACTIVE BD ETF View history and evidence | $19.32M | 1.57% | 208.98K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 57
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| PULS PGIM ULTRA SHORT BOND ETF | Non-derivative | — | — | SEC filing ↗ | |
| FDIS FIDELITY MSCI CONS DISCR IND | Non-derivative | — | — | SEC filing ↗ | |
| SNY SANOFI-ADR | Non-derivative | — | — | SEC filing ↗ |
3 / 57 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
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CIK 1566653 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1227198611
}Research all 744 reported holdings.
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