Kingdom Financial Group LLC.
CIK 1962236 · Holdings on Dec 31, 2024 · First reported Feb 10, 2025
Top ten holdings
Q4 2024- IWY14.86%
- MUB11.12%
- IWX8.80%
- VMBS7.25%
- USIG6.94%
- VOO6.47%
- VGSH4.75%
- VGIT4.71%
- EFG4.40%
- EFV4.39%
Share classes counted separately73.69%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IWYWeight increased · +8.37 pp6.49% → 14.86%Shares -7.00K (-7.04%)
- VMBSWeight decreased · -1.53 pp8.78% → 7.25%Shares -14.68K (-5.90%)
- USIGWeight decreased · -1.41 pp8.35% → 6.94%Shares -10.48K (-4.93%)
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 | IWYISHARES RUSSELL TOP 200 GROWRUS TP200 GR ETF View history and evidence | $21.74M | 14.86% | 92.40K shares | 6.49% → 14.86%+8.37 pp -7.00K (-7.04%) | Reduced | ↗▾ |
| 02 | MUBISHARES NATIONAL MUNI BOND ENATIONAL MUN ETF View history and evidence | $16.27M | 11.12% | 152.72K shares | 12.49% → 11.12%-1.37 pp -1.12K (-0.73%) | Reduced | ↗▾ |
| 03 | IWXISHARES RUSSELL TOP 200 VALURUS TP200 VL ETF View history and evidence | $12.87M | 8.80% | 162.89K shares | 10.19% → 8.80%-1.39 pp -4.92K (-2.93%) | Reduced | ↗▾ |
| 04 | VMBSVANGUARD MORTGAGE-BACKED SECMTG BKD SECS ETF View history and evidence | $10.61M | 7.25% | 234.02K shares | 8.78% → 7.25%-1.53 pp -14.68K (-5.90%) | Reduced | ↗▾ |
| 05 | USIGISHARES BROAD USD INVESTMENTUSD INV GRDE ETF View history and evidence | $10.16M | 6.94% | 201.98K shares | 8.35% → 6.94%-1.41 pp -10.48K (-4.93%) | Reduced | ↗▾ |
| 06 | VOOVANGUARD S&P 500 ETFSP 500 ETF SHS View history and evidence | $9.46M | 6.47% | 17.57K shares | 7.33% → 6.47%-0.86 pp -1.03K (-5.54%) | Reduced | ↗▾ |
| 07 | VGSHVANGUARD SHORT-TERM TREASURYSHORT TERM TREAS View history and evidence | $6.95M | 4.75% | 119.40K shares | 5.52% → 4.75%-0.77 pp -5.64K (-4.51%) | Reduced | ↗▾ |
| 08 | VGITVANGUARD INTERMEDIATE-TERM TINTER TERM TREAS View history and evidence | $6.89M | 4.71% | 118.74K shares | 5.72% → 4.71%-1.01 pp -7.86K (-6.21%) | Reduced | ↗▾ |
| 09 | EFGISHARES MSCI EAFE GROWTH ETFEAFE GRWTH ETF View history and evidence | $6.44M | 4.40% | 66.53K shares | 5.57% → 4.40%-1.17 pp -2.71K (-3.92%) | Reduced | ↗▾ |
| 10 | EFVISHARES MSCI EAFE VALUE ETFEAFE VALUE ETF View history and evidence | $6.43M | 4.39% | 122.53K shares | Prior unavailable +122.53K | New | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 7
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SEPW ALIANZIM US EQ BFR20 SEP-USD | Non-derivative | -26,165 | -$746.42K | SEC filing ↗ | SEC filing ↗ |
| AUGW ALIANZIM US EQ BFR20 AUG-USD | Non-derivative | -19,279 | -$556.09K | SEC filing ↗ | SEC filing ↗ |
| SIXD ALLIAN US EQU 6 MON BU10-USD | Non-derivative | -15,600 | -$409.94K | SEC filing ↗ | SEC filing ↗ |
3 / 7 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, 2024
Data loaded Sep 23, 2026 · First reported Feb 10, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 146329442
}Research all 50 reported holdings.
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