Dynamic Financial Group
CIK 2061178 · Holdings on Dec 31, 2024 · First reported Apr 9, 2025
Top ten holdings
Q4 2024- SGOV55.60%
- IWF5.74%
- DE4.73%
- VZ3.44%
- IWD2.29%
- AAPL1.66%
- PFE1.59%
- IEFA1.53%
- EFG1.38%
- VBR1.21%
Share classes counted separately79.17%
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 | SGOVISHARES 0-3 MONTH TREASURY B0-3 MNTH TREASRY View history and evidence | $54.75M | 55.60% | 545.80K shares | Prior unavailable — | — | ↗▾ |
| 02 | IWFISHARES RUSSELL 1000 GROWTHRUS 1000 GRW ETF View history and evidence | $5.65M | 5.74% | 14.07K shares | Prior unavailable — | — | ↗▾ |
| 03 | DEDEERE & CO View history and evidence | $4.65M | 4.73% | 10.98K shares | Prior unavailable — | — | ↗▾ |
| 04 | VZVERIZON COMMUNICATIONS INC View history and evidence | $3.39M | 3.44% | 84.73K shares | Prior unavailable — | — | ↗▾ |
| 05 | IWDISHARES RUSSELL 1000 VALUE ERUS 1000 VAL ETF View history and evidence | $2.25M | 2.29% | 12.16K shares | Prior unavailable — | — | ↗▾ |
| 06 | AAPLAPPLE INC View history and evidence | $1.64M | 1.66% | 6.54K shares | Prior unavailable — | — | ↗▾ |
| 07 | PFEPFIZER INC View history and evidence | $1.57M | 1.59% | 59.03K shares | Prior unavailable — | — | ↗▾ |
| 08 | IEFAISHARES CORE MSCI EAFE ETFCORE MSCI EAFE View history and evidence | $1.50M | 1.53% | 21.41K shares | Prior unavailable — | — | ↗▾ |
| 09 | EFGISHARES MSCI EAFE GROWTH ETFEAFE GRWTH ETF View history and evidence | $1.36M | 1.38% | 14.02K shares | Prior unavailable — | — | ↗▾ |
| 10 | VBRVNGRD MRNGST SL-CP VAL ETF-USM CP VAL ETF View history and evidence | $1.19M | 1.21% | 6.02K 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 2061178 · Period Dec 31, 2024
Data loaded Sep 23, 2026 · First reported Apr 9, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 98478136
}Research all 61 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.