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CIK: 0001913590
Total reported value
$720.8M
$720.8M
169 檔
19.1%
During the Q1 2025 filing period, Security Financial Services, INC. (CIK: 0001913590) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $720.8M across 169 reported positions.
In Q1 2025, Security Financial Services, INC. displayed an active expansion posture, initiating 4 new positions and adding to 25 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 | 10.03% | +3.84% | -14.13% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.86% | +0.13% | +2.20% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.78% | -0.36% | +5.02% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 4.25% | +0.10% | +4.23% | |
| 5 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 3.41% | +0.01% | -2.88% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.14% | -0.96% | +57.39% | |
| 7 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 2.94% | -1.66% | +40.23% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.77% | -0.26% | -1.49% | |
| 9 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.44% | — | +9.78% | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.22% | +0.24% | -3.70% | |
| 11 | IYW | Ishares Ustechnology ETF | ETF-Tech | 2.20% | +0.16% | +0.93% | |
| 12 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.15% | -0.51% | -34.14% | |
| 13 | MBB | Ishares Mbs ETF | ETF-Other | 2.06% | -0.20% | -0.86% | |
| 14 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.01% | +0.03% | +2.09% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.89% | -0.06% | -11.24% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.89% | +0.04% | +0.30% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.77% | -0.07% | +10.44% | |
| 18 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.74% | -0.15% | +6.33% | |
| 19 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.73% | -0.07% | +22.29% | |
| 20 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.63% | -0.18% | +485.79% | |
| 21 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.52% | -0.01% | -1.19% | |
| 22 | IAU | Ishares Gold Trust | ETF-Commodities | 1.46% | -0.10% | +127.52% | |
| 23 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.44% | -0.13% | +103.27% | |
| 24 | DFAI | Dimensional International Co | ETF-Other | 1.41% | -0.09% | +0.20% | |
| 25 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.36% | — | +131.75% | |
| 26 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.31% | -0.04% | +2.08% | |
| 27 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.19% | +0.25% | — | |
| 28 | VUG | Vanguard Growth ETF | ETF-Other | 1.13% | +0.09% | +22.91% | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 1.10% | -0.05% | +36.11% | |
| 30 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.04% | -0.14% | +34.87% | |
| 31 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.00% | -0.04% | +0.29% | |
| 32 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.00% | +0.02% | +1.11% | |
| 33 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.96% | — | +808.35% | |
| 34 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.91% | -0.45% | — | |
| 35 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-Other | 0.74% | — | -63.13% | |
| 36 | GSID | Goldman Sachs Marketbeta Int | ETF-Commodities | 0.71% | -0.04% | -4.11% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.69% | +0.01% | -0.58% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.68% | -0.02% | +8.57% | |
| 39 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.62% | -0.02% | -4.99% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.57% | -0.04% | -24.96% | |
| 41 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.57% | +0.19% | -42.42% | |
| 42 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.55% | -0.01% | -2.56% | |
| 43 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.54% | -0.01% | -0.75% | |
| 44 | BND | Vanguard Total Bond Market | ETF-Other | 0.49% | -0.03% | -7.58% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-Other | 0.47% | -0.02% | +8.01% | |
| 46 | MSFT | Microsoft CORP | Stock-Tech | 0.45% | -0.02% | +0.18% | |
| 47 | ILCV | Ishares Morningstar Value Et | ETF-Other | 0.42% | — | — | |
| 48 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 0.42% | -0.04% | +40.08% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.37% | +0.01% | +2.26% | |
| 50 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.35% | -0.18% | -24.29% |
According to official SEC Form 13F filings, Security Financial Services, INC. reported a total U.S. public equity portfolio value of $720.8M across 169 disclosed positions in Q1 2025.
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 19.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
THRO
市值: $4.6M
Top Position Liquidated / Trimmed
USFR
前期市值: $2.4M
During Q1 2025, Security Financial Services, INC.'s top holdings by market value included SPYM (10.0%)、IVW (4.9%)、QUAL (4.8%). The largest single position, SPYM, represented 10.0% of total portfolio value.
In Q1 2025, Security Financial Services, INC. made 49 total portfolio adjustments, initiating 4 new buys, adding to 25 positions, trimming 15 holdings, and fully liquidating 5 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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