Salomon & Ludwin, LLC
CIK 1766156 · Holdings on Dec 31, 2023 · First reported Feb 7, 2024
Top ten holdings
Q4 2023- IVW8.49%
- XLK6.00%
- VOO5.24%
- IVE5.06%
- SUB4.79%
- VEA3.44%
- IJH2.95%
- EFA2.81%
- VYM2.59%
- SPY2.53%
Share classes counted separately43.90%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IVWWeight increased · +0.00 pp8.49% → 8.49%Shares 0 (0.00%)
- XLKWeight increased · +0.00 pp6.00% → 6.00%Shares 0 (0.00%)
- VOOWeight increased · +0.00 pp5.24% → 5.24%Shares 0 (0.00%)
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 | IVWISHARES S&P 500 GROWTH ETFETF View history and evidence | $81.33M | 8.49% | 1.19M shares | 8.49% → 8.49%+0.00 pp 0 (0.00%) | Unchanged | ↗▾ |
| 02 | XLKSS TECHNOLOGY SELECT SECTORETF View history and evidence | $57.47M | 6.00% | 350.19K shares | 6.00% → 6.00%+0.00 pp 0 (0.00%) | Unchanged | ↗▾ |
| 03 | VOOVANGUARD S&P 500 ETFETF View history and evidence | $50.18M | 5.24% | 128.18K shares | 5.24% → 5.24%+0.00 pp 0 (0.00%) | Unchanged | ↗▾ |
| 04 | IVEISHARES S&P 500 VALUE ETFETF View history and evidence | $48.43M | 5.06% | 315.26K shares | 5.06% → 5.06%+0.00 pp 0 (0.00%) | Unchanged | ↗▾ |
| 05 | SUBISHARES SHORT-TERM NATIONALETF View history and evidence | $45.87M | 4.79% | 445.99K shares | 4.79% → 4.79%+0.00 pp 0 (0.00%) | Unchanged | ↗▾ |
| 06 | VEAVANGUARD FTSE DEVELOPED ETFETF View history and evidence | $32.98M | 3.44% | 753.54K shares | 3.44% → 3.44%+0.00 pp 0 (0.00%) | Unchanged | ↗▾ |
| 07 | IJHISHARES CORE S&P MIDCAP ETFETF View history and evidence | $28.24M | 2.95% | 113.22K shares | 2.95% → 2.95%+0.00 pp 0 (0.00%) | Unchanged | ↗▾ |
| 08 | EFAISHARES MSCI EAFE ETFETF View history and evidence | $26.91M | 2.81% | 390.27K shares | 2.81% → 2.81%+0.00 pp 0 (0.00%) | Unchanged | ↗▾ |
| 09 | VYMVANGUARD HIGH DVD YIELD ETFETF View history and evidence | $24.84M | 2.59% | 241.22K shares | 2.59% → 2.59%+0.00 pp 0 (0.00%) | Unchanged | ↗▾ |
| 10 | SPYSS SPDR S&P 500 ETF TRUST-USETF View history and evidence | $24.28M | 2.53% | 56.81K shares | 2.53% → 2.53%+0.00 pp 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1766156 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-07
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 958034906
}Research all 766 reported holdings.
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