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CIK: 0001950323
Total reported value
$503.9M
$503.9M
1291 檔
26.6%
As reported in its official Q1 2024 Form 13F filing, Abound Wealth Management's tracked investment portfolio stood at $503.9M with 1291 total positions.
During Q1 2024, Abound Wealth Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1291 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 12.50% | +1.23% | +5.74% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 11.21% | +0.38% | +5.09% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 11.01% | -0.83% | +6.39% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 9.51% | -0.22% | -1.92% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.84% | +0.19% | +0.64% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-Other | 6.18% | +0.06% | -1.14% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.47% | -0.09% | +1.09% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-Other | 4.47% | +0.04% | -1.82% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.85% | -0.02% | -0.01% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.79% | -0.15% | +0.16% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.55% | -0.06% | +0.99% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.22% | -0.24% | -7.95% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.41% | -0.04% | -5.19% | |
| 14 | VV | Vanguard Large-cap ETF | ETF-Other | 1.32% | +0.20% | -0.21% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.12% | -0.06% | -7.37% | |
| 16 | OKE | Oneok Inc | Stock-Energy | 0.96% | -0.11% | +19.67% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.90% | +0.16% | +0.25% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.81% | +0.04% | +0.52% | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.63% | +0.08% | +2.85% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.62% | +0.64% | +0.24% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.59% | -0.07% | -4.64% | |
| 22 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.59% | +0.03% | +0.71% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-Other | 0.58% | -0.09% | -2.02% | |
| 24 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.57% | -0.08% | — | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.55% | +0.11% | -3.21% | |
| 26 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | +0.32% | -0.04% | |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.48% | -0.01% | -33.33% | |
| 28 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.41% | — | +9.20% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.37% | -0.11% | +5.02% | |
| 30 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.28% | — | +3.96% | |
| 31 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.26% | -0.09% | +2280.72% | |
| 32 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.25% | -0.01% | -7.41% | |
| 33 | AFL | Aflac Inc | Stock-Financials | 0.25% | -0.01% | -10.27% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.20% | -0.02% | +1.84% | |
| 35 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.19% | — | -20.80% | |
| 36 | WDAY | Workday Inc-class A | Stock-Tech | 0.18% | -0.01% | +28750.00% | |
| 37 | BND | Vanguard Total Bond Market | ETF-Other | 0.17% | -0.03% | +0.54% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.17% | -0.01% | +2.97% | |
| 39 | SO | Southern Co/the | Stock-Utilities | 0.17% | -0.03% | -0.13% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.15% | +0.01% | -0.11% | |
| 41 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.12% | +0.01% | +22.80% | |
| 42 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.12% | — | +0.13% | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.11% | +0.01% | +0.27% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.11% | -0.03% | -23.52% | |
| 45 | VTV | Vanguard Value ETF | ETF-Other | 0.11% | +0.02% | +14.57% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.11% | — | — | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.11% | -0.02% | +14.56% | |
| 48 | AMGN | Amgen Inc | Stock-Healthcare | 0.11% | -0.02% | -3.01% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.11% | — | +269.30% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.10% | -0.06% | +12.10% |
According to official SEC Form 13F filings, Abound Wealth Management reported a total U.S. public equity portfolio value of $503.9M across 1291 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IJR, IEMG, AGG) accounted for 26.6% of total reported equity market value during Q1 2024.
During Q1 2024, Abound Wealth Management's top holdings by market value included IJR (12.5%)、IEMG (11.2%)、AGG (11.0%). The largest single position, IJR, represented 12.5% of total portfolio value.
In Q1 2024, Abound Wealth Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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