Hopwood Financial Services, Inc.
CIK 2023166 · Holdings on Dec 31, 2024 · First reported Feb 10, 2025
Top ten holdings
Q4 2024- SPY10.23%
- CGXU8.91%
- IJH8.74%
- BSV4.93%
- IJR4.59%
- MDY4.53%
- EXMOC3.85%
- SCHD3.56%
- TCHP2.97%
- IVV2.14%
Share classes counted separately54.45%
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 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $13.50M | 10.23% | 23.04K shares | Prior unavailable — | — | ↗▾ |
| 02 | CGXUCAP GROUP INTL FOCUSSHS CREATION UNI View history and evidence | $11.75M | 8.91% | 476.43K shares | Prior unavailable — | — | ↗▾ |
| 03 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $11.53M | 8.74% | 185.08K shares | Prior unavailable — | — | ↗▾ |
| 04 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $6.51M | 4.93% | 84.25K shares | Prior unavailable — | — | ↗▾ |
| 05 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $6.06M | 4.59% | 52.58K shares | Prior unavailable — | — | ↗▾ |
| 06 | MDYSTATE STREET SPDR S&P MIDCAPUTSER1 S&PDCRP View history and evidence | $5.98M | 4.53% | 10.50K shares | Prior unavailable — | — | ↗▾ |
| 07 | EXMOCEXXON MOBIL CORP View history and evidence | $5.09M | 3.85% | 47.28K shares | Prior unavailable — | — | ↗▾ |
| 08 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $4.70M | 3.56% | 172.19K shares | Prior unavailable — | — | ↗▾ |
| 09 | TCHPT ROWE PRICE BLUE CHIP GROWTPRICE BLUE CHIP View history and evidence | $3.91M | 2.97% | 92.94K shares | Prior unavailable — | — | ↗▾ |
| 10 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $2.82M | 2.14% | 4.80K 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 2023166 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-10
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 131970409
}Research all 310 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.