Freedom Investment Management, Inc.
CIK 1566653 · Holdings on Sep 30, 2024 · First reported Nov 13, 2024
Top ten holdings
Q3 2024- SPY4.14%
- DUHP3.92%
- VTV3.37%
- BIL2.38%
- DFIC2.02%
- IVLU1.97%
- KVLE1.80%
- EZM1.64%
- DFUS1.58%
- IEFA1.53%
Share classes counted separately24.35%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DUHPWeight increased · +1.19 pp2.73% → 3.92%Shares +402.18K (+38.64%)
- DFUSWeight increased · +1.03 pp0.55% → 1.58%Shares +206.32K (+181.73%)
- VTVWeight increased · +0.84 pp2.53% → 3.37%Shares +49.54K (+25.66%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $52.01M | 4.14% | 90.66K shares | 4.27% → 4.14%-0.13 pp -5.09K (-5.32%) | Reduced | ↗▾ |
| 02 | DUHPDIMENSIONAL US HIGH PROFI ETUS HIGH PROFITAB View history and evidence | $49.17M | 3.92% | 1.44M shares | 2.73% → 3.92%+1.19 pp +402.18K (+38.64%) | Added | ↗▾ |
| 03 | VTVVANGUARD MRNGSTR VAL ETF-AUIVALUE ETF View history and evidence | $42.35M | 3.37% | 242.58K shares | 2.53% → 3.37%+0.84 pp +49.54K (+25.66%) | Added | ↗▾ |
| 04 | BILSS SPDR BB 1-3M T-BILL ETFBLOOMBERG 1-3 MO View history and evidence | $29.90M | 2.38% | 325.72K shares | 2.78% → 2.38%-0.40 pp -44.41K (-12.00%) | Reduced | ↗▾ |
| 05 | DFICDIMENSIONAL INTERNATIONAL COINTL CORE EQUITY View history and evidence | $25.36M | 2.02% | 901.03K shares | 1.84% → 2.02%+0.18 pp +47.90K (+5.61%) | Added | ↗▾ |
| 06 | IVLUISHARES MSCI INTERNATIONAL VMSCI INTL VLU FT View history and evidence | $24.78M | 1.97% | 839.29K shares | 1.80% → 1.97%+0.17 pp +37.47K (+4.67%) | Added | ↗▾ |
| 07 | KVLEKRANESHARES VALUE LINE DYNAMKRANESHARES VALU View history and evidence | $22.65M | 1.80% | 853.48K shares | 1.68% → 1.80%+0.12 pp +13.49K (+1.61%) | Added | ↗▾ |
| 08 | EZMWISDOMTREE US MIDCAP FUNDUS MIDCAP FUND View history and evidence | $20.54M | 1.64% | 329.53K shares | 1.61% → 1.64%+0.03 pp -11.50K (-3.37%) | Reduced | ↗▾ |
| 09 | DFUSDIMENSIONAL US EQ MKT ETFUS EQUITY MARKET View history and evidence | $19.90M | 1.58% | 319.86K shares | 0.55% → 1.58%+1.03 pp +206.32K (+181.73%) | Added | ↗▾ |
| 10 | IEFAISHARES CORE MSCI EAFE ETFCORE MSCI EAFE View history and evidence | $19.20M | 1.53% | 245.95K shares | 1.35% → 1.53%+0.18 pp +19.23K (+8.48%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 87
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| FJAN FT VEST U.S. EQUITY BUFFER E | Non-derivative | -680,973 | -$29.56M | SEC filing ↗ | SEC filing ↗ |
| DLS WISDOMTREE INTL S/C DVD FUND | Non-derivative | -226,257 | -$14.35M | SEC filing ↗ | SEC filing ↗ |
| SCHG SCHWAB US LARGE-CAP GROWTH | Non-derivative | -29,384 | -$2.96M | SEC filing ↗ | SEC filing ↗ |
3 / 87 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1566653 · Period 2024-09-30
Data loaded 2026-09-23 · First reported 2024-11-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1255269024
}Research all 758 reported holdings.
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