Bright Futures Wealth Management, LLC.
CIK 1803980 · Holdings on Mar 31, 2024 · First reported Jun 28, 2024
Top ten holdings
Q1 2024- AAPL4.56%
- AMZN3.94%
- IEF2.20%
- KRE2.19%
- TLT2.16%
- GOOG2.09%
- IEI2.01%
- AVDV1.67%
- CALF1.66%
- MGK1.53%
Share classes counted separately24.01%
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 | AAPLAPPLE INC View history and evidence | $8.43M | 4.56% | 39.37K shares | Prior unavailable — | — | ↗▾ |
| 02 | AMZNAMAZON.COM INC View history and evidence | $7.29M | 3.94% | 36.84K shares | Prior unavailable — | — | ↗▾ |
| 03 | IEFISHARES 7-10 YEAR TREASURY B7-10 YR TRSY BD View history and evidence | $4.07M | 2.20% | 43.27K shares | Prior unavailable — | — | ↗▾ |
| 04 | KRESS SPDR S&P REGIONAL BANKS&P REGL BKG View history and evidence | $4.05M | 2.19% | 85.01K shares | Prior unavailable — | — | ↗▾ |
| 05 | TLTISHARES 20+ YEAR TREASURY BD20 YR TR BD ETF View history and evidence | $3.99M | 2.16% | 42.69K shares | Prior unavailable — | — | ↗▾ |
| 06 | GOOGALPHABET INC-CL CCAP STK CL C View history and evidence | $3.86M | 2.09% | 20.65K shares | Prior unavailable — | — | ↗▾ |
| 07 | IEIISHARES 3-7 YEAR TREASURY BO3 7 YR TREAS BD View history and evidence | $3.72M | 2.01% | 32.18K shares | Prior unavailable — | — | ↗▾ |
| 08 | AVDVAVANTIS INTL S/C VALUE ETFINTL SMCP VLU View history and evidence | $3.08M | 1.67% | 47.44K shares | Prior unavailable — | — | ↗▾ |
| 09 | CALFPCR US SM CP CSH CWS ETF-USDPACER US SMALL View history and evidence | $3.07M | 1.66% | 71.30K shares | Prior unavailable — | — | ↗▾ |
| 10 | MGKVNGRD MRGSTR MG CP GR ETF-UIMEGA GRWTH IND View history and evidence | $2.84M | 1.53% | 8.95K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1803980 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-06-28
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 184947392
}Research all 207 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.