FreeGulliver LLC
CIK 2032561 · Holdings on Mar 31, 2024 · First reported Aug 13, 2024
Top ten holdings
Q1 2024- JPM37.76%
- IWL7.88%
- VIGI7.39%
- JHMM5.03%
- UNH4.39%
- VIG3.76%
- SCHD2.96%
- BUFG2.60%
- IEF1.68%
- FHN1.39%
Share classes counted separately74.84%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- JPMWeight decreased · -5.35 pp43.11% → 37.76%Shares +21.40K (+11.21%)
- UNHWeight decreased · -2.60 pp6.99% → 4.39%Shares 0 (0.00%)
- JHMMWeight increased · +1.78 pp3.25% → 5.03%Shares +52.23K (+112.31%)
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 | JPMJPMORGAN CHASE & CO View history and evidence | $42.53M | 37.76% | 212.31K shares | 43.11% → 37.76%-5.35 pp +21.40K (+11.21%) | Added | ↗▾ |
| 02 | IWLISHARES RUSSELL TOP 200 ETFRUS TOP 200 ETF View history and evidence | $8.87M | 7.88% | 69.77K shares | 6.37% → 7.88%+1.51 pp +28.07K (+67.34%) | Added | ↗▾ |
| 03 | VIGIVANGUARD INT DIV APP INDX FDINTL DVD ETF View history and evidence | $8.32M | 7.39% | 102.03K shares | 6.59% → 7.39%+0.80 pp +39.48K (+63.13%) | Added | ↗▾ |
| 04 | JHMMJOHN HANCOCK MULTI FACT MIDMULTIFACTOR MI View history and evidence | $5.66M | 5.03% | 98.72K shares | 3.25% → 5.03%+1.78 pp +52.23K (+112.31%) | Added | ↗▾ |
| 05 | UNHUNITEDHEALTH GROUP INC View history and evidence | $4.95M | 4.39% | 10.00K shares | 6.99% → 4.39%-2.60 pp 0 (0.00%) | Unchanged | ↗▾ |
| 06 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $4.24M | 3.76% | 23.19K shares | 5.11% → 3.76%-1.35 pp +585 (+2.59%) | Added | ↗▾ |
| 07 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $3.33M | 2.96% | 41.27K shares | 2.99% → 2.96%-0.03 pp +11.71K (+39.61%) | Added | ↗▾ |
| 08 | BUFGFT VEST BUFFERED ALLOCATIONVEST BUFFERED View history and evidence | $2.93M | 2.60% | 130.00K shares | 1.81% → 2.60%+0.79 pp +65.84K (+102.60%) | Added | ↗▾ |
| 09 | IEFISHARES 7-10 YEAR TREASURY B7-10 YR TRSY BD View history and evidence | $1.90M | 1.68% | 20.04K shares | Prior unavailable +20.04K | New | ↗▾ |
| 10 | FHNFIRST HORIZON CORP View history and evidence | $1.57M | 1.39% | 101.67K shares | 1.89% → 1.39%-0.50 pp +1.39K (+1.39%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| IVOL QUADRATIC INT RTE VOL INFL H | Non-derivative | -34,878 | -$721.28K | SEC filing ↗ | SEC filing ↗ |
| WLY WILEY (JOHN) & SONS-CLASS A | Non-derivative | -9,300 | -$295.18K | SEC filing ↗ | SEC filing ↗ |
| VBK VAN MORST SML-CAP GRO-USD IN | Non-derivative | -901 | -$217.84K | SEC filing ↗ | SEC filing ↗ |
3 / 4 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 2032561 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-08-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 112610304
}Research all 69 reported holdings.
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