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CIK: 0001913590
Total reported value
$720.8M
$720.8M
167 檔
21.1%
At the close of Q4 2024, Security Financial Services, INC. disclosed equity holdings valued at approximately $720.8M, spread across 167 reported holdings.
In Q4 2024, Security Financial Services, INC. displayed an active expansion posture, initiating 10 new positions and adding to 19 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 | 12.56% | +3.84% | -1.35% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.33% | +0.13% | -4.96% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.87% | -0.36% | -1.96% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 4.40% | +0.10% | -3.93% | |
| 5 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 3.79% | +0.01% | -4.96% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.03% | -0.26% | -4.22% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.99% | -0.51% | +0.44% | |
| 8 | IYW | Ishares Ustechnology ETF | ETF-Tech | 2.53% | +0.16% | -3.93% | |
| 9 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.41% | — | -14.07% | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.32% | +0.24% | -4.16% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.21% | -0.06% | -2.91% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.18% | +0.04% | +0.38% | |
| 13 | MBB | Ishares Mbs ETF | ETF-Other | 2.09% | -0.20% | +3.37% | |
| 14 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 2.07% | -1.66% | -3.50% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.05% | -0.96% | +0.03% | |
| 16 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.98% | +0.03% | +28.27% | |
| 17 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-Other | 1.97% | — | +41.46% | |
| 18 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.67% | -0.15% | +0.90% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.54% | -0.07% | +3.25% | |
| 20 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.48% | -0.01% | +1.70% | |
| 21 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.42% | -0.07% | +2.83% | |
| 22 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.39% | +0.25% | — | |
| 23 | DFAI | Dimensional International Co | ETF-Other | 1.35% | -0.09% | -8.61% | |
| 24 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.34% | -0.04% | -0.45% | |
| 25 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.08% | +0.02% | -2.71% | |
| 26 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.05% | -0.04% | — | |
| 27 | VUG | Vanguard Growth ETF | ETF-Other | 1.04% | +0.09% | +0.99% | |
| 28 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.98% | +0.19% | +26.87% | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 0.81% | -0.05% | +1.20% | |
| 30 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.78% | -0.14% | +40.41% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.76% | -0.04% | -7.26% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.74% | +0.01% | -1.10% | |
| 33 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.71% | -0.13% | +58.65% | |
| 34 | GSID | Goldman Sachs Marketbeta Int | ETF-Commodities | 0.70% | -0.04% | -2.29% | |
| 35 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.63% | — | -0.45% | |
| 36 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.63% | -0.02% | +0.22% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.63% | -0.02% | -2.97% | |
| 38 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.59% | -0.01% | +0.19% | |
| 39 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.58% | -0.01% | -1.91% | |
| 40 | IAU | Ishares Gold Trust | ETF-Commodities | 0.55% | -0.10% | — | |
| 41 | BND | Vanguard Total Bond Market | ETF-Other | 0.53% | -0.03% | -0.27% | |
| 42 | MSFT | Microsoft CORP | Stock-Tech | 0.52% | -0.02% | +4.98% | |
| 43 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.48% | — | +6.71% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-Other | 0.48% | -0.02% | -0.08% | |
| 45 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.48% | -0.18% | +3.10% | |
| 46 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.44% | +0.08% | +2.71% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.40% | +0.04% | +36.65% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.36% | +0.01% | +5.46% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.36% | -0.06% | +4.37% | |
| 50 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 0.33% | — | — |
According to official SEC Form 13F filings, Security Financial Services, INC. reported a total U.S. public equity portfolio value of $720.8M across 167 disclosed positions in Q4 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 21.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
SPMO
市值: $5.2M
Top Position Liquidated / Trimmed
IGEB
前期市值: $1.3M
During Q4 2024, Security Financial Services, INC.'s top holdings by market value included SPYM (12.6%)、IVW (5.3%)、QUAL (4.9%). The largest single position, SPYM, represented 12.6% of total portfolio value.
In Q4 2024, Security Financial Services, INC. made 49 total portfolio adjustments, initiating 10 new buys, adding to 19 positions, trimming 14 holdings, and fully liquidating 6 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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