Foundation Wealth Management

Foundation Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Foundation Wealth Management

Foundation Wealth Management holds 45 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 S&p 500 Grwt Etf (IVW) 28.7 $37M 364k 101.53
Ishares Tr S&p 500 Val Etf (IVE) 25.7 $33M 173k 190.88
Ishares Tr S&p Mc 400vl Etf (IJJ) 3.9 $5.0M 40k 124.96
Ishares Tr Rus 2000 Grw Etf (IWO) 3.7 $4.8M 17k 287.78
Apple (AAPL) 2.9 $3.8M 15k 250.41
Ishares Tr Ibonds Dec2026 (IBDR) 2.9 $3.7M 155k 24.07
Ishares Tr Rus 2000 Val Etf (IWN) 2.8 $3.6M 22k 164.15
Ishares Tr Eafe Value Etf (EFV) 2.6 $3.4M 64k 52.47
Ishares Tr Ibonds Dec25 Etf (IBDQ) 2.3 $3.0M 118k 25.05
Ishares Tr Ibonds 27 Etf (IBDS) 2.3 $2.9M 123k 23.96
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.2 $2.8M 6.2k 453.26
Ishares Tr Msci Emg Mkt Etf (EEM) 2.2 $2.8M 67k 41.82
Ishares Tr Eafe Grwth Etf (EFG) 2.0 $2.5M 26k 96.84
Ishares Tr S&p Mc 400gr Etf (IJK) 1.4 $1.8M 19k 90.93
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.3 $1.7M 29k 60.75
Microsoft Corporation (MSFT) 1.3 $1.7M 3.9k 421.47
Ishares Tr U.s. Real Es Etf (IYR) 1.2 $1.6M 17k 93.05
Ishares Tr Ibds Dec28 Etf (IBDT) 1.1 $1.5M 59k 24.90
Alphabet Cap Stk Cl A (GOOGL) 0.9 $1.2M 6.3k 189.28
Ishares Tr Global Reit Etf (REET) 0.9 $1.2M 49k 23.97
Ishares Tr U.s. Energy Etf (IYE) 0.9 $1.1M 24k 45.57
Costco Wholesale Corporation (COST) 0.7 $849k 926.00 916.93
Alphabet Cap Stk Cl C (GOOG) 0.5 $705k 3.7k 190.46
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.4 $492k 6.6k 74.02
Walt Disney Company (DIS) 0.4 $484k 4.3k 111.36
JPMorgan Chase & Co. (JPM) 0.4 $480k 2.0k 239.73
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.4 $464k 4.5k 103.29
Garmin SHS (GRMN) 0.3 $436k 2.1k 206.26
Select Sector Spdr Tr Technology (XLK) 0.3 $424k 1.8k 232.49
Vanguard Index Fds Growth Etf (VUG) 0.3 $342k 834.00 409.95
Palantir Technologies Cl A (PLTR) 0.3 $342k 4.5k 75.63
Ishares Tr Ibonds Dec 29 (IBDU) 0.3 $340k 15k 22.80
Ishares Tr Ibonds Dec 2030 (IBDV) 0.3 $327k 15k 21.36
AutoZone (AZO) 0.2 $320k 100.00 3202.00
NVIDIA Corporation (NVDA) 0.2 $299k 2.2k 134.26
Ishares Gold Tr Ishares New (IAU) 0.2 $299k 6.0k 49.51
Tesla Motors (TSLA) 0.2 $292k 724.00 403.64
Amazon (AMZN) 0.2 $276k 1.3k 219.41
Prothena Corp SHS (PRTA) 0.2 $270k 20k 13.85
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $260k 2.1k 126.75
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $220k 4.1k 53.04
Ishares Tr North Amern Nat (IGE) 0.2 $219k 5.1k 42.73
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $215k 1.7k 129.32
Ishares Tr Core Msci Eafe (IEFA) 0.2 $214k 3.0k 70.28
Meta Platforms Cl A (META) 0.2 $200k 342.00 585.92