MPS Loria Financial Planners, LLC
CIK 1716180 · Holdings on Mar 31, 2025 · First reported Apr 22, 2025
Top ten holdings
Q1 2025- IWB31.14%
- AAPL20.02%
- IEMG11.27%
- VB9.88%
- USRT4.23%
- SCHP3.11%
- PGR1.35%
- IWV1.32%
- UNH1.13%
- AGG1.03%
Share classes counted separately84.48%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IWBWeight decreased · -4.90 pp36.04% → 31.14%Shares -35.66K (-9.44%)
- AAPLWeight decreased · -2.51 pp22.53% → 20.02%Shares +81 (+0.03%)
- SCHPWeight increased · +1.88 pp1.23% → 3.11%Shares +229.13K (+142.90%)
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 | IWBISHARES RUSSELL 1000 ETFRUS 1000 ETF View history and evidence | $104.98M | 31.14% | 342.26K shares | 36.04% → 31.14%-4.90 pp -35.66K (-9.44%) | Reduced | ↗▾ |
| 02 | AAPLAPPLE INC View history and evidence | $67.51M | 20.02% | 303.93K shares | 22.53% → 20.02%-2.51 pp +81 (+0.03%) | Added | ↗▾ |
| 03 | IEMGISHARES CORE MSCI EMERGINGCORE MSCI EMKT View history and evidence | $37.99M | 11.27% | 703.93K shares | 9.43% → 11.27%+1.84 pp +94.19K (+15.45%) | Added | ↗▾ |
| 04 | VBVANGUARD MOST SM-CAP ETF-USDSMALL CP ETF View history and evidence | $33.31M | 9.88% | 150.19K shares | 10.11% → 9.88%-0.23 pp +8.08K (+5.68%) | Added | ↗▾ |
| 05 | USRTISHARES CORE US REIT ETFCRE U S REIT ETF View history and evidence | $14.27M | 4.23% | 247.79K shares | Prior unavailable +247.79K | New | ↗▾ |
| 06 | SCHPSCHWAB U.S. TIPS ETFUS TIPS ETF View history and evidence | $10.47M | 3.11% | 389.46K shares | 1.23% → 3.11%+1.88 pp +229.13K (+142.90%) | Added | ↗▾ |
| 07 | PGRPROGRESSIVE CORP View history and evidence | $4.55M | 1.35% | 16.08K shares | 1.14% → 1.35%+0.21 pp 0 (0.00%) | Unchanged | ↗▾ |
| 08 | IWVISHARES RUSSELL 3000 ETFRUSSELL 3000 ETF View history and evidence | $4.45M | 1.32% | 14.00K shares | 1.59% → 1.32%-0.27 pp -2.05K (-12.75%) | Reduced | ↗▾ |
| 09 | UNHUNITEDHEALTH GROUP INC View history and evidence | $3.80M | 1.13% | 7.26K shares | 1.08% → 1.13%+0.05 pp +27 (+0.37%) | Added | ↗▾ |
| 10 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $3.49M | 1.03% | 35.27K shares | 1.03% → 1.03%+0.00 pp -491 (-1.37%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| IWM ISHARES RUSSELL 2000 ETF | Non-derivative | -6,150 | -$1.36M | SEC filing ↗ | SEC filing ↗ |
| MRK MERCK & CO. INC. | Non-derivative | -2,636 | -$262.76K | SEC filing ↗ | SEC filing ↗ |
| 436440101 HOLOGIC INC | Non-derivative | -3,101 | -$223.55K | SEC filing ↗ | SEC filing ↗ |
3 / 3 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 1716180 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-04-22
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 337151759
}Research all 80 reported holdings.
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