Southern Style Financial, Inc.
CIK 1910392 · Holdings on Dec 31, 2024 · First reported Jan 23, 2025
Top ten holdings
Q4 2024- IVV32.79%
- CGCB14.57%
- FBND12.81%
- SLQD11.25%
- IAU3.53%
- COST3.48%
- IJR3.24%
- MSFT2.78%
- STZ2.49%
- VZ2.48%
Share classes counted separately89.42%
Portfolio value by quarter
Top 10 holdings 28
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $40.50M | 32.79% | 68.78K shares | Prior unavailable — | — | ↗▾ |
| 02 | CGCBCAP GROUP CORE BONDCORE BOND ETF View history and evidence | $17.99M | 14.57% | 697.63K shares | Prior unavailable — | — | ↗▾ |
| 03 | FBNDFIDELITY TOTAL BOND ETFTOTAL BD ETF View history and evidence | $15.82M | 12.81% | 352.58K shares | Prior unavailable — | — | ↗▾ |
| 04 | SLQDISHARES 0-5 YR INV GRD CORP0-5YR INVT GR CP View history and evidence | $13.90M | 11.25% | 279.38K shares | Prior unavailable — | — | ↗▾ |
| 05 | IAUISHARES GOLD TRUSTISHARES NEW View history and evidence | $4.36M | 3.53% | 88.14K shares | Prior unavailable — | — | ↗▾ |
| 06 | COSTCOSTCO WHOLESALE CORP View history and evidence | $4.30M | 3.48% | 4.68K shares | Prior unavailable — | — | ↗▾ |
| 07 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $4.00M | 3.24% | 34.73K shares | Prior unavailable — | — | ↗▾ |
| 08 | MSFTMICROSOFT CORP View history and evidence | $3.43M | 2.78% | 8.13K shares | Prior unavailable — | — | ↗▾ |
| 09 | STZCONSTELLATION BRANDS INC-ACL A View history and evidence | $3.07M | 2.49% | 13.89K shares | Prior unavailable — | — | ↗▾ |
| 10 | VZVERIZON COMMUNICATIONS INC View history and evidence | $3.06M | 2.48% | 76.48K 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 1910392 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-01-23
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 123521315
}Take these holdings further.
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