Causey Wealth LLC
CIK 2132639 · Holdings on Dec 31, 2024 · First reported May 19, 2026
Top ten holdings
Q4 2024- VYM7.56%
- DFEM6.81%
- IJJ5.82%
- ISCF5.33%
- IEMG4.61%
- VB4.01%
- IDEV3.82%
- VCIT3.78%
- VOE3.77%
- EFV3.44%
Share classes counted separately48.95%
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 | VYMVANGUARD HIGH DVD YIELD ETFHIGH DIV YLD View history and evidence | $12.97M | 7.56% | 101.69K shares | Prior unavailable — | — | ↗▾ |
| 02 | DFEMDIMENSIONAL EMRG MRKT COREEMERGING MKTS CO View history and evidence | $11.69M | 6.81% | 446.48K shares | Prior unavailable — | — | ↗▾ |
| 03 | IJJISHARES S&P MID-CAP 400 VALUS&P MC 400VL ETF View history and evidence | $9.99M | 5.82% | 79.94K shares | Prior unavailable — | — | ↗▾ |
| 04 | ISCFISHARES INTERNATIONAL SMALLINTERNATIONAL SL View history and evidence | $9.15M | 5.33% | 283.61K shares | Prior unavailable — | — | ↗▾ |
| 05 | IEMGISHARES CORE MSCI EMERGINGCORE MSCI EMKT View history and evidence | $7.92M | 4.61% | 151.62K shares | Prior unavailable — | — | ↗▾ |
| 06 | VBVANGUARD MOST SM-CAP ETF-USDSMALL CP ETF View history and evidence | $6.88M | 4.01% | 28.62K shares | Prior unavailable — | — | ↗▾ |
| 07 | IDEVISHARES CORE MSCI DEV MKTSCORE MSCI INTL View history and evidence | $6.56M | 3.82% | 101.70K shares | Prior unavailable — | — | ↗▾ |
| 08 | VCITVANGUARD INT-TERM CORPORATEINT-TERM CORP View history and evidence | $6.49M | 3.78% | 80.81K shares | Prior unavailable — | — | ↗▾ |
| 09 | VOEVNGRD MRNGSTR MD-CAP VAL ETFMCAP VL IDXVIP View history and evidence | $6.48M | 3.77% | 40.03K shares | Prior unavailable — | — | ↗▾ |
| 10 | EFVISHARES MSCI EAFE VALUE ETFEAFE VALUE ETF View history and evidence | $5.91M | 3.44% | 112.54K 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 2132639 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2026-05-19
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 171607889
}Research all 68 reported holdings.
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