Flywheel Private Wealth LLC
CIK 2029680 · Holdings on Dec 31, 2024 · First reported Jan 14, 2025
Top ten holdings
Q4 2024- VIG13.78%
- VBR8.53%
- IEMG6.10%
- IEFA6.01%
- VYM5.04%
- IJH4.94%
- AVUV3.72%
- IVV3.49%
- VEA2.84%
- VO2.78%
Share classes counted separately57.23%
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 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $14.99M | 13.78% | 76.55K shares | Prior unavailable — | — | ↗▾ |
| 02 | VBRVNGRD MRNGST SL-CP VAL ETF-USM CP VAL ETF View history and evidence | $9.28M | 8.53% | 46.81K shares | Prior unavailable — | — | ↗▾ |
| 03 | IEMGISHARES CORE MSCI EMERGINGCORE MSCI EMKT View history and evidence | $6.63M | 6.10% | 126.98K shares | Prior unavailable — | — | ↗▾ |
| 04 | IEFAISHARES CORE MSCI EAFE ETFCORE MSCI EAFE View history and evidence | $6.53M | 6.01% | 92.95K shares | Prior unavailable — | — | ↗▾ |
| 05 | VYMVANGUARD HIGH DVD YIELD ETFHIGH DIV YLD View history and evidence | $5.48M | 5.04% | 42.96K shares | Prior unavailable — | — | ↗▾ |
| 06 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $5.37M | 4.94% | 86.24K shares | Prior unavailable — | — | ↗▾ |
| 07 | AVUVAVANTIS US SMALL CAP VALUEUS SML CP VALU View history and evidence | $4.04M | 3.72% | 41.90K shares | Prior unavailable — | — | ↗▾ |
| 08 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $3.80M | 3.49% | 6.45K shares | Prior unavailable — | — | ↗▾ |
| 09 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $3.08M | 2.84% | 64.49K shares | Prior unavailable — | — | ↗▾ |
| 10 | VOVNGRD MRNGSTR MD-CAP ETF-USDMID CAP ETF View history and evidence | $3.03M | 2.78% | 11.45K 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 2029680 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-01-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 108783830
}Research all 82 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.