Kades & Cheifetz LLC
CIK 1957259 · Holdings on Dec 31, 2024 · First reported Jan 13, 2025
Top ten holdings
Q4 2024- SCHD8.24%
- VIG5.72%
- HNDL4.93%
- SLYG4.61%
- AAPL4.28%
- IAU3.23%
- SLYV3.11%
- DES2.79%
- ICVT2.74%
- AGG2.59%
Share classes counted separately42.24%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BSVWeight increased · +1.67 pp0.38% → 2.05%Shares +43.43K (+520.12%)
- SCHDWeight decreased · -1.33 pp9.57% → 8.24%Shares +391.37K (+198.00%)
- SUBWeight increased · +1.33 pp0.56% → 1.89%Shares +25.74K (+277.13%)
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 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $16.09M | 8.24% | 589.03K shares | 9.57% → 8.24%-1.33 pp +391.37K (+198.00%) | Added | ▾ |
| 02 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $11.17M | 5.72% | 57.05K shares | 6.28% → 5.72%-0.56 pp +1.74K (+3.14%) | Added | ▾ |
| 03 | HNDLNASDAQ 7 HANDL INDEX ETFNS 7HANDL IDX View history and evidence | $9.64M | 4.93% | 452.03K shares | 5.85% → 4.93%-0.92 pp -6.98K (-1.52%) | Reduced | ▾ |
| 04 | SLYGSS SPDR S&P 600 SC GR ETFS&P 600 SMCP GRW View history and evidence | $9.01M | 4.61% | 99.73K shares | 5.39% → 4.61%-0.78 pp -1.34K (-1.33%) | Reduced | ▾ |
| 05 | AAPLAPPLE INC View history and evidence | $8.36M | 4.28% | 33.37K shares | 5.18% → 4.28%-0.90 pp -5.46K (-14.05%) | Reduced | ▾ |
| 06 | IAUISHARES GOLD TRUSTISHARES NEW View history and evidence | $6.32M | 3.23% | 127.62K shares | 3.62% → 3.23%-0.39 pp +518 (+0.41%) | Added | ▾ |
| 07 | SLYVSS SPDR S&P 600 SC VAL ETFS&P 600 SMCP VAL View history and evidence | $6.08M | 3.11% | 69.74K shares | 3.35% → 3.11%-0.24 pp +2.28K (+3.38%) | Added | ▾ |
| 08 | DESWISDOMTREE US SMALLCAP DIVIDUS SMALLCAP DIVD View history and evidence | $5.45M | 2.79% | 158.73K shares | 2.16% → 2.79%+0.63 pp +49.23K (+44.96%) | Added | ▾ |
| 09 | ICVTISHARES CONVERTIBLE BOND ETFCONV BD ETF View history and evidence | $5.36M | 2.74% | 63.10K shares | 3.10% → 2.74%-0.36 pp -1.60K (-2.47%) | Reduced | ▾ |
| 10 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $5.06M | 2.59% | 52.21K shares | Prior unavailable +52.21K | New | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MDT MEDTRONIC PLC | Non-derivative | -9,416 | -$847.72K | SEC filing ↗ | SEC filing ↗ |
| BSCO INVESCO BULLETSHARES 2024 CB | Non-derivative | -27,776 | -$586.62K | SEC filing ↗ | SEC filing ↗ |
| IJH ISHARES CORE S&P MIDCAP ETF | Non-derivative | -3,412 | -$212.61K | SEC filing ↗ | SEC filing ↗ |
3 / 4 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 1957259 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-01-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 195377201
}Research all 108 reported holdings.
This page includes 30 of 108 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 108 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1957259","quarter":"2024Q4","page_size":100}
get_institutional_manager_history
{"cik":"1957259","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
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.