Able Wealth Management LLC
CIK 2011908 · Holdings on Dec 31, 2023 · First reported Feb 20, 2024
Top ten holdings
Q4 2023- SHV17.63%
- ACWI5.81%
- IVV4.84%
- USMV4.84%
- IUSV4.27%
- FELC3.84%
- IUSG3.42%
- JQUA2.74%
- EQWL2.65%
- IWF2.22%
Share classes counted separately52.26%
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 | SHVISHARES 0-1 YEAR TREASURY BOETF View history and evidence | $19.42M | 17.63% | 176.32K shares | Prior unavailable — | — | ↗▾ |
| 02 | ACWIISHARES MSCI ACWI ETFETF View history and evidence | $6.39M | 5.81% | 62.83K shares | Prior unavailable — | — | ↗▾ |
| 03 | IVVISHARES CORE S&P 500 ETFETF View history and evidence | $5.33M | 4.84% | 11.16K shares | Prior unavailable — | — | ↗▾ |
| 04 | USMVISHARES MSCI USA MIN VOL FACETF View history and evidence | $5.33M | 4.84% | 68.27K shares | Prior unavailable — | — | ↗▾ |
| 05 | IUSVISHARES CORE S&P U.S. VALUEETF View history and evidence | $4.70M | 4.27% | 55.73K shares | Prior unavailable — | — | ↗▾ |
| 06 | FELCFIDELITY ENH LRG CAP COR ETFStock View history and evidence | $4.23M | 3.84% | 159.14K shares | Prior unavailable — | — | ↗▾ |
| 07 | IUSGISHARES CORE S&P U.S. GROWTHETF View history and evidence | $3.76M | 3.42% | 36.13K shares | Prior unavailable — | — | ↗▾ |
| 08 | JQUAJPMORGAN US QUALITY FACTORETF View history and evidence | $3.01M | 2.74% | 62.96K shares | Prior unavailable — | — | ↗▾ |
| 09 | EQWLINVESCO S&P 100 EQUAL WEIGHTETF View history and evidence | $2.92M | 2.65% | 33.36K shares | Prior unavailable — | — | ↗▾ |
| 10 | IWFISHARES RUSSELL 1000 GROWTHETF View history and evidence | $2.45M | 2.22% | 8.07K 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 2011908 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-20
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 110118449
}Research all 611 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.