Kingdom Financial Group LLC.
CIK 1962236 · Holdings on Dec 31, 2023 · First reported Jan 17, 2024
Top ten holdings
Q4 2023- MUB10.85%
- IWY9.72%
- IWX6.02%
- VMBS5.94%
- USIG5.33%
- VOO5.19%
- IEMG3.81%
- VGIT3.39%
- IWS3.26%
- EFV3.17%
Share classes counted separately56.68%
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 | MUBISHARES NATIONAL MUNI BOND ENATIONAL MUN ETF View history and evidence | $12.45M | 10.85% | 114.85K shares | — | ↗▾ | |
| 02 | IWYISHARES RUSSELL TOP 200 GROWRUS TP200 GR ETF View history and evidence | $11.15M | 9.72% | 63.62K shares | — | ↗▾ | |
| 03 | IWXISHARES RUSSELL TOP 200 VALURUS TP200 VL ETF View history and evidence | $6.90M | 6.02% | 98.39K shares | — | ↗▾ | |
| 04 | VMBSVANGUARD MORTGAGE-BACKED SECMTG-BKD SECS ETF View history and evidence | $6.82M | 5.94% | 147.07K shares | — | ↗▾ | |
| 05 | USIGISHARES BROAD USD INVESTMENTUSD INV GRDE ETF View history and evidence | $6.11M | 5.33% | 119.27K shares | — | ↗▾ | |
| 06 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $5.96M | 5.19% | 13.64K shares | — | ↗▾ | |
| 07 | IEMGISHARES CORE MSCI EMERGINGCORE MSCI EMKT View history and evidence | $4.37M | 3.81% | 86.34K shares | — | ↗▾ | |
| 08 | VGITVANGUARD INTERMEDIATE-TERM TINTER TERM TREAS View history and evidence | $3.88M | 3.39% | 65.46K shares | — | ↗▾ | |
| 09 | IWSISHARES RUSSELL MID-CAP VALURUS MDCP VAL ETF View history and evidence | $3.74M | 3.26% | 32.17K shares | — | ↗▾ | |
| 10 | EFVISHARES MSCI EAFE VALUE ETFEAFE VALUE ETF View history and evidence | $3.64M | 3.17% | 69.78K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 10
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| HTRB HARTFORD TTL RTRN BND ETF | Non-derivative | — | — | SEC filing ↗ | |
| ES EVERSOURCE ENERGY | Non-derivative | — | — | SEC filing ↗ | |
| SCHP SCHWAB U.S. TIPS ETF | Non-derivative | — | — | SEC filing ↗ |
3 / 10 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 1962236 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Jan 17, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 114716962
}Research all 74 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.