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CIK: 0001566653
Total reported value
$359.2M
$359.2M
786 檔
52.5%
During the Q1 2024 filing period, Freedom Investment Management, Inc. (CIK: 0001566653) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $359.2M across 786 reported positions.
During Q1 2024, Freedom Investment Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 786 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.87% | +0.08% | NEW | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.75% | +0.07% | -9.75% | |
| 3 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.62% | +0.12% | -8.87% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 2.49% | +0.21% | -5.87% | |
| 5 | FJAN | Ft Vest U.s. Equity Buffer E | ETF-Other | 2.39% | — | — | |
| 6 | DFIC | Dimensional International Co | ETF-Other | 1.82% | -0.12% | -3.54% | |
| 7 | IVLU | Ishares Msci International V | ETF-Other | 1.81% | -0.21% | -3.93% | |
| 8 | EZM | Wisdomtree US Midcap Fund | ETF-Other | 1.65% | +0.13% | -6.90% | |
| 9 | KVLE | Kraneshares Value Line Dynam | ETF-Other | 1.62% | +0.01% | -1.81% | |
| 10 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.45% | -0.16% | -5.51% | |
| 11 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.31% | +0.17% | -0.88% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.19% | -0.01% | +13.87% | |
| 13 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 1.18% | -0.01% | -3.74% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.17% | -0.10% | +14.97% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.11% | +0.02% | +381.31% | |
| 16 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.00% | — | -8.21% | |
| 17 | XLK | Ss Technology Select Sector | ETF-Tech | 0.98% | -0.01% | +4.12% | |
| 18 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.93% | — | -6.12% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.92% | +0.05% | -0.77% | |
| 20 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.88% | -0.02% | -2.60% | |
| 21 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.86% | — | -13.76% | |
| 22 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.78% | — | -18.42% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.77% | +0.01% | +3.33% | |
| 24 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 0.77% | +0.02% | -3.12% | |
| 25 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.75% | -0.08% | -5.34% | |
| 26 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.74% | +0.01% | +9.06% | |
| 27 | XLV | Ss Health Care Select Sector | ETF-Other | 0.72% | -0.06% | EXIT | |
| 28 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.67% | — | -10.20% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.62% | +0.02% | +1.32% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.59% | +0.06% | NEW | |
| 31 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.59% | — | -19.79% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.59% | +0.02% | -8.96% | |
| 33 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.57% | — | +22.31% | |
| 34 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.54% | -0.11% | EXIT | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | +0.06% | +15.30% | |
| 36 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.53% | +0.31% | -1.78% | |
| 37 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.51% | -0.08% | -8.61% | |
| 38 | VPU | Vanguard Utilities ETF | ETF-Other | 0.49% | — | +6.35% | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.48% | — | -12.89% | |
| 40 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.47% | -0.08% | -15.89% | |
| 41 | MRSK | Toews Agility Shares Managed | ETF-Other | 0.47% | — | -13.35% | |
| 42 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.44% | — | +20.79% | |
| 43 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 0.43% | -0.05% | -10.02% | |
| 44 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.42% | -0.02% | -3.37% | |
| 45 | BAB | Invesco Taxable Municipal Bo | ETF-Other | 0.42% | -0.06% | +81.64% | |
| 46 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.42% | — | +8.77% | |
| 47 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.42% | — | +168.92% | |
| 48 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.41% | — | -14.22% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.41% | — | +7.14% | |
| 50 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.40% | — | +11.94% |
According to official SEC Form 13F filings, Freedom Investment Management, Inc. reported a total U.S. public equity portfolio value of $359.2M across 786 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BIL, SPY, DUHP) accounted for 52.5% of total reported equity market value during Q1 2024.
During Q1 2024, Freedom Investment Management, Inc.'s top holdings by market value included BIL (3.9%)、SPY (3.8%)、DUHP (2.6%). The largest single position, BIL, represented 3.9% of total portfolio value.
In Q1 2024, Freedom Investment Management, Inc. 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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