Financial Designs Corp

Financial Designs Corp as of Dec. 31, 2024

Portfolio Holdings for Financial Designs Corp

Financial Designs Corp holds 20 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Ttl Stk (ITOT) 23.6 $36M 279k 128.62
Ishares Tr Core Us Aggbd Et (AGG) 15.4 $24M 242k 96.90
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 8.5 $13M 238k 54.23
Amplify Etf Tr Cwp Enhanced Div (DIVO) 7.7 $12M 291k 40.48
Ishares Tr Core Msci Total (IXUS) 7.1 $11M 163k 66.14
Blackrock Etf Trust Ii Ishares Larg Cap (IVVB) 6.7 $10M 331k 30.54
Victory Portfolios Ii Shares Free Cash (VFLO) 5.4 $8.2M 239k 34.09
Invesco Actively Managed Exc Total Return (GTO) 4.6 $7.0M 151k 46.40
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 4.5 $6.9M 66k 104.88
Innovator Etfs Trust Defined Wlt Shld (BALT) 3.7 $5.6M 178k 31.42
Pacer Fds Tr Lunt Lrgcp Multi (PALC) 3.1 $4.7M 95k 49.24
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.1 $3.1M 115k 27.32
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.9 $2.9M 127k 22.70
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.7 $2.5M 111k 22.70
Innovator Etfs Trust Quity Managd Flr (SFLR) 1.6 $2.4M 73k 32.65
Fidelity Wise Origin Bitcoin SHS (FBTC) 1.4 $2.1M 25k 81.58
Fidelity Ethereum SHS (FETH) 0.5 $705k 21k 33.41
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.2 $362k 15k 25.05
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $329k 14k 23.18
Ishares Silver Tr Ishares (SLV) 0.2 $287k 11k 26.33