KICKSTAND VENTURES, LLC.
CIK 2000355 · Holdings on Dec 31, 2024 · First reported Jan 29, 2025
Top ten holdings
Q4 2024- VOO12.12%
- SPYM11.99%
- VONE5.02%
- JCPB4.53%
- BSCP3.94%
- SCHF3.46%
- FBND3.36%
- BSCQ3.36%
- QUAL3.16%
- SCHZ3.05%
Share classes counted separately53.99%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BSCQWeight decreased · -1.43 pp4.79% → 3.36%Shares -284.32K (-29.60%)
- IUSBWeight decreased · -0.76 pp3.55% → 2.79%Shares -54.25K (-18.35%)
- SPYMWeight increased · +0.69 pp11.30% → 11.99%Shares +24.79K (+3.78%)
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 | VOOVANGUARD S&P 500 ETFETF View history and evidence | $47.45M | 12.12% | 88.07K shares | 12.08% → 12.12%+0.04 pp -1.62K (-1.81%) | Reduced | ↗▾ |
| 02 | SPYMSTE STR SPDR PT S&P 500 ETFETF View history and evidence | $46.95M | 11.99% | 680.99K shares | 11.30% → 11.99%+0.69 pp +24.79K (+3.78%) | Added | ↗▾ |
| 03 | VONEVANGUARD RUSSELL 1000ETF View history and evidence | $19.65M | 5.02% | 73.67K shares | 4.45% → 5.02%+0.57 pp +6.55K (+9.75%) | Added | ↗▾ |
| 04 | JCPBJPMORGAN CORE PLUS BOND ETFETF View history and evidence | $17.75M | 4.53% | 385.36K shares | 4.21% → 4.53%+0.32 pp +42.99K (+12.56%) | Added | ↗▾ |
| 05 | BSCPINVESCO BULLETSHARES 2025 CBETF View history and evidence | $15.41M | 3.94% | 746.27K shares | 4.11% → 3.94%-0.17 pp -33.44K (-4.29%) | Reduced | ↗▾ |
| 06 | SCHFSCHWAB INTL EQUITY ETFETF View history and evidence | $13.56M | 3.46% | 733.18K shares | 3.42% → 3.46%+0.04 pp +407.16K (+124.89%) | Added | ↗▾ |
| 07 | FBNDFIDELITY TOTAL BOND ETFETF View history and evidence | $13.16M | 3.36% | 293.40K shares | 3.58% → 3.36%-0.22 pp -6.74K (-2.25%) | Reduced | ↗▾ |
| 08 | BSCQINVESCO BULLETSHARES 2026 CBETF View history and evidence | $13.14M | 3.36% | 676.36K shares | 4.79% → 3.36%-1.43 pp -284.32K (-29.60%) | Reduced | ↗▾ |
| 09 | QUALISHARES MSCI USA QUALITY FACETF View history and evidence | $12.38M | 3.16% | 69.50K shares | 3.16% → 3.16%+0.00 pp +435 (+0.63%) | Added | ↗▾ |
| 10 | SCHZSCHWAB US AGGREGATE BOND ETFETF View history and evidence | $11.93M | 3.05% | 525.49K shares | 3.04% → 3.05%+0.01 pp +274.46K (+109.33%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 5
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| BUFR FT VEST LAD BUFFERVETF-USD I | Non-derivative | -274,501 | -$8.20M | SEC filing ↗ | SEC filing ↗ |
| BSCO INVESCO BULLETSHARES 2024 CB | Non-derivative | -67,886 | -$1.43M | SEC filing ↗ | SEC filing ↗ |
| IJS ISHARES S&P SMALL-CAP 600 VA | Non-derivative | -2,361 | -$254.19K | SEC filing ↗ | SEC filing ↗ |
3 / 5 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 2000355 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-01-29
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 391563539
}Research all 94 reported holdings.
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