Fortitude Family Office, LLC
CIK 1950506 · Holdings on Dec 31, 2023 · First reported Jan 12, 2024
Top ten holdings
Q4 2023- AAPL20.93%
- IVV10.36%
- IDEV5.74%
- USFR4.27%
- VO2.87%
- JPST2.38%
- TIP1.87%
- IJH1.70%
- IEMG1.66%
- IJR1.65%
Share classes counted separately53.43%
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 INCStock View history and evidence | $28.14M | 20.93% | 146.16K shares | Prior unavailable — | — | ↗▾ |
| 02 | IVVISHARES CORE S&P 500 ETFETF View history and evidence | $13.93M | 10.36% | 29.16K shares | Prior unavailable — | — | ↗▾ |
| 03 | IDEVISHARES CORE MSCI DEV MKTSETF View history and evidence | $7.71M | 5.74% | 121.16K shares | Prior unavailable — | — | ↗▾ |
| 04 | USFRWISDOMTREE FLOATING RATE TREETF View history and evidence | $5.74M | 4.27% | 114.24K shares | Prior unavailable — | — | ↗▾ |
| 05 | VOVNGRD MRNGSTR MD-CAP ETF-USDETF View history and evidence | $3.85M | 2.87% | 16.56K shares | Prior unavailable — | — | ↗▾ |
| 06 | JPSTJPMORGAN ULTRA-SHORT INCOMEETF View history and evidence | $3.20M | 2.38% | 63.63K shares | Prior unavailable — | — | ↗▾ |
| 07 | TIPISHARES TIPS BOND ETFETF View history and evidence | $2.52M | 1.87% | 23.44K shares | Prior unavailable — | — | ↗▾ |
| 08 | IJHISHARES CORE S&P MIDCAP ETFETF View history and evidence | $2.29M | 1.70% | 8.25K shares | Prior unavailable — | — | ↗▾ |
| 09 | IEMGISHARES CORE MSCI EMERGINGETF View history and evidence | $2.23M | 1.66% | 44.13K shares | Prior unavailable — | — | ↗▾ |
| 10 | IJRISHARES CORE S&P SMALL-CAP EETF View history and evidence | $2.21M | 1.65% | 20.44K 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 1950506 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-01-12
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 134414652
}Research all 1,007 reported holdings.
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