Financial Designs Corp

Financial Designs Corp as of March 31, 2025

Portfolio Holdings for Financial Designs Corp

Financial Designs Corp holds 20 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Ttl Stk (ITOT) 23.1 $33M 271k 122.01
Ishares Tr Core Us Aggbd Et (AGG) 16.5 $24M 240k 98.92
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 8.8 $13M 236k 53.31
Amplify Etf Tr Cwp Enhanced Div (DIVO) 8.2 $12M 290k 40.77
Listed Fd Tr Swan Hedged Eqty (HEGD) 8.0 $11M 522k 21.90
Ishares Tr Core Msci Total (IXUS) 7.9 $11M 162k 69.81
Victory Portfolios Ii Shares Free Cash (VFLO) 5.8 $8.3M 243k 34.28
Strategic Trust Running Gwth Etf (RUNN) 5.3 $7.6M 236k 32.43
Innovator Etfs Trust Defined Wlt Shld (BALT) 4.0 $5.7M 183k 31.38
Pacer Fds Tr Lunt Lrgcp Multi (PALC) 3.3 $4.8M 99k 47.95
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.3 $3.2M 116k 27.96
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.0 $2.8M 132k 21.53
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.8 $2.6M 113k 23.16
Fidelity Wise Origin Bitcoin SHS (FBTC) 1.3 $1.9M 26k 71.97
Invesco Actively Managed Exc Total Return (GTO) 0.6 $823k 18k 46.93
Fidelity Ethereum SHS (FETH) 0.3 $470k 26k 18.25
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.3 $390k 13k 29.82
Ishares Silver Tr Ishares (SLV) 0.2 $318k 10k 30.99
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $313k 14k 22.08
Blackrock Etf Trust Ii Ishares Larg Cap (IVVB) 0.2 $294k 10k 29.32