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CIK: 0001769060
Total reported value
$255.5M
$255.5M
26 檔
51.9%
During the Q3 2024 filing period, Tull Financial Group, Inc. (CIK: 0001769060) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $255.5M across 26 reported positions.
During Q3 2024, Tull Financial Group, Inc.'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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 30.98% | -0.03% | — | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 15.01% | -0.46% | — | |
| 3 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 14.61% | +0.28% | — | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 11.94% | -0.09% | — | |
| 5 | VCRB | Vanguard Core Bond ETF | ETF-Other | 8.08% | -1.44% | — | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 6.83% | +0.74% | — | |
| 7 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 6.70% | -0.41% | — | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.89% | — | — | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.61% | +0.02% | — | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.55% | -0.02% | — | |
| 11 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.50% | -0.02% | — | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 0.47% | +0.01% | — | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.39% | -3.15% | — | |
| 14 | AAPL | Apple Inc | Stock-Tech | 0.35% | +0.04% | — | |
| 15 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.23% | +0.05% | — | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.23% | — | — | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.22% | — | — | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.22% | -0.02% | — | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.21% | +0.02% | — | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.19% | — | — | |
| 21 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.16% | — | — | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.16% | -0.02% | — | |
| 23 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.14% | — | — | |
| 24 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.13% | — | — | |
| 25 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.12% | — | — | |
| 26 | WBA | Walgreens Boots Alliance Inc | Stock-Other | 0.05% | — | — |
According to official SEC Form 13F filings, Tull Financial Group, Inc. reported a total U.S. public equity portfolio value of $255.5M across 26 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, IEFA, JQUA) accounted for 51.9% of total reported equity market value during Q3 2024.
During Q3 2024, Tull Financial Group, Inc.'s top holdings by market value included SPY (31.0%)、IEFA (15.0%)、JQUA (14.6%). The largest single position, SPY, represented 31.0% of total portfolio value.
In Q3 2024, Tull Financial Group, 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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