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CIK: 0001913590
Total reported value
$720.8M
$720.8M
163 檔
21.2%
As reported in its official Q3 2024 Form 13F filing, Security Financial Services, INC.'s tracked investment portfolio stood at $720.8M with 163 total positions.
In Q3 2024, Security Financial Services, INC. displayed an active expansion posture, initiating 7 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 12.47% | +3.84% | -8.86% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.29% | +0.13% | -9.57% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 5.00% | -0.36% | +1.87% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 4.42% | +0.10% | +1.88% | |
| 5 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 3.89% | +0.01% | -1.60% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.26% | -0.51% | +148.54% | |
| 7 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 3.23% | +0.03% | +105.33% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.10% | -0.26% | -0.03% | |
| 9 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.74% | — | +6.44% | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.52% | +0.24% | +2.71% | |
| 11 | IYW | Ishares Ustechnology ETF | ETF-Tech | 2.51% | +0.16% | +2.13% | |
| 12 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 2.38% | -1.66% | +10.37% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.30% | -0.06% | +6.45% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.12% | -0.96% | +2.31% | |
| 15 | MBB | Ishares Mbs ETF | ETF-Other | 2.11% | -0.20% | +1.06% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 2.02% | +0.04% | +0.58% | |
| 17 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.70% | -0.15% | +20.04% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.65% | -0.07% | -7.02% | |
| 19 | DFAI | Dimensional International Co | ETF-Other | 1.61% | -0.09% | +3.29% | |
| 20 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-Other | 1.60% | — | -18.26% | |
| 21 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.60% | -0.01% | -2.33% | |
| 22 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.45% | -0.07% | -0.19% | |
| 23 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.35% | -0.04% | +9.37% | |
| 24 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.32% | +0.25% | — | |
| 25 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.06% | +0.02% | +11.26% | |
| 26 | VUG | Vanguard Growth ETF | ETF-Other | 0.97% | +0.09% | -1.80% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.86% | -0.04% | -5.02% | |
| 28 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.86% | +0.19% | -11.17% | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 0.83% | -0.05% | -0.16% | |
| 30 | GSID | Goldman Sachs Marketbeta Int | ETF-Commodities | 0.79% | -0.04% | -1.79% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.74% | +0.01% | -4.78% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.70% | -0.02% | -11.76% | |
| 33 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.69% | -0.02% | -6.62% | |
| 34 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.62% | — | -0.87% | |
| 35 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.59% | -0.01% | -10.12% | |
| 36 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.58% | -0.14% | +38.15% | |
| 37 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.57% | -0.01% | +0.10% | |
| 38 | BND | Vanguard Total Bond Market | ETF-Other | 0.56% | -0.03% | -7.43% | |
| 39 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.51% | -0.18% | +18.37% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.50% | -0.02% | +1.93% | |
| 41 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.49% | -0.13% | +4.38% | |
| 42 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.48% | +0.08% | -1.25% | |
| 43 | VB | Vanguard Small-cap ETF | ETF-Other | 0.47% | -0.02% | -0.33% | |
| 44 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.45% | — | +8.04% | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.34% | -0.01% | -1.40% | |
| 46 | FXH | First Trust Health Care Alph | ETF-Other | 0.34% | — | — | |
| 47 | PAVE | Global X US Infrastructure | ETF-Other | 0.33% | — | +7.64% | |
| 48 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.33% | -0.01% | -3.55% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.33% | — | -4.85% | |
| 50 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.32% | -0.03% | +27.65% |
According to official SEC Form 13F filings, Security Financial Services, INC. reported a total U.S. public equity portfolio value of $720.8M across 163 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, IVW, QUAL) accounted for 21.2% of total reported equity market value during Q3 2024.
Top New Position Initiated
ITOT
市值: $427.9K
Top Position Liquidated / Trimmed
SPIP
前期市值: $2.0M
During Q3 2024, Security Financial Services, INC.'s top holdings by market value included SPYM (12.5%)、IVW (5.3%)、QUAL (5.0%). The largest single position, SPYM, represented 12.5% of total portfolio value.
In Q3 2024, Security Financial Services, INC. made 50 total portfolio adjustments, initiating 7 new buys, adding to 24 positions, trimming 11 holdings, and fully liquidating 8 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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