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CIK: 0001861158
Total reported value
$484.8M
$484.8M
15 檔
83.8%
During the Q4 2024 filing period, Ashford Advisors, LLC (CIK: 0001861158) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $484.8M across 15 reported positions.
During Q4 2024, Ashford Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 58.31% | -2.02% | -1.38% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 11.46% | -0.11% | — | |
| 3 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 10.98% | -0.18% | +199.50% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-Other | 9.16% | -0.05% | +199.07% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.98% | +0.06% | +195.55% | |
| 6 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 3.34% | +0.03% | +2.23% | |
| 7 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.92% | +0.04% | — | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.64% | -0.07% | -0.17% | |
| 9 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.39% | — | — | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.17% | +0.01% | — | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 0.17% | -0.01% | — | |
| 12 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.14% | — | -4.64% | |
| 13 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.12% | -0.01% | — | |
| 14 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.12% | +0.02% | — | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.09% | — | — |
According to official SEC Form 13F filings, Ashford Advisors, LLC reported a total U.S. public equity portfolio value of $484.8M across 15 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, VTI, FNDX) accounted for 83.8% of total reported equity market value during Q4 2024.
During Q4 2024, Ashford Advisors, LLC's top holdings by market value included IVV (58.3%)、VTI (11.5%)、FNDX (11.0%). The largest single position, IVV, represented 58.3% of total portfolio value.
In Q4 2024, Ashford Advisors, LLC 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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