Tepp RIA, LLC
CIK 2055925 · Holdings on Dec 31, 2024 · First reported Feb 12, 2025
Top ten holdings
Q4 2024- IVV27.57%
- VYM21.23%
- QQQ18.25%
- XLV8.59%
- IJH3.21%
- XLP2.81%
- AAPL2.35%
- XLU2.23%
- VEA1.72%
- MSFT1.15%
Share classes counted separately89.11%
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 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $18.63M | 27.57% | 31.65K shares | Prior unavailable — | — | ↗▾ |
| 02 | VYMVANGUARD HIGH DVD YIELD ETFHIGH DIV YLD View history and evidence | $14.34M | 21.23% | 112.42K shares | Prior unavailable — | — | ↗▾ |
| 03 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $12.33M | 18.25% | 24.13K shares | Prior unavailable — | — | ↗▾ |
| 04 | XLVSS HEALTH CARE SELECT SECTORSBI HEALTHCARE View history and evidence | $5.81M | 8.59% | 42.21K shares | Prior unavailable — | — | ↗▾ |
| 05 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $2.17M | 3.21% | 34.79K shares | Prior unavailable — | — | ↗▾ |
| 06 | XLPSS CONSUMER STAPLES SEL SECTSBI CONS STPLS View history and evidence | $1.90M | 2.81% | 24.17K shares | Prior unavailable — | — | ↗▾ |
| 07 | AAPLAPPLE INC View history and evidence | $1.59M | 2.35% | 6.34K shares | Prior unavailable — | — | ↗▾ |
| 08 | XLUST SR UTL SL SE SPDR ETF-USDSBI INT-UTILS View history and evidence | $1.51M | 2.23% | 19.90K shares | Prior unavailable — | — | ↗▾ |
| 09 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $1.16M | 1.72% | 24.34K shares | Prior unavailable — | — | ↗▾ |
| 10 | MSFTMICROSOFT CORP View history and evidence | $778.27K | 1.15% | 1.85K 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 2055925 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-12
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 67564523
}Take these holdings further.
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Sources, coverage & how to read this data
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.