Financial Designs Corp as of Dec. 31, 2023
Portfolio Holdings for Financial Designs Corp
Financial Designs Corp holds 9 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 27.0 | $33M | 314k | 105.23 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 20.4 | $25M | 251k | 99.25 | |
| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 10.1 | $12M | 240k | 51.41 | |
| First Tr Exchng Traded Fd Vi Vest Us Eqty Buf (FOCT) | 9.6 | $12M | 302k | 38.89 | |
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 9.0 | $11M | 302k | 36.55 | |
| Ishares Tr Core Msci Total (IXUS) | 8.4 | $10M | 158k | 64.93 | |
| Victory Portfolios Ii Shares Free Cash (VFLO) | 5.9 | $7.3M | 256k | 28.34 | |
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 5.2 | $6.4M | 143k | 44.60 | |
| Innovator Etfs Tr Defined Wlt Shld (BALT) | 4.4 | $5.4M | 189k | 28.57 |
