Kingdom Financial Group

Kingdom Financial Group as of March 31, 2024

Portfolio Holdings for Kingdom Financial Group

Kingdom Financial Group holds 62 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus Tp200 Gr Etf (IWY) 12.9 $18M 94k 195.10
Ishares Tr National Mun Etf (MUB) 10.6 $15M 141k 107.60
Ishares Tr Rus Tp200 Vl Etf (IWX) 8.2 $12M 153k 76.32
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 7.0 $10M 219k 45.61
Vanguard Index Fds Sp 500 Etf Shs (VOO) 7.0 $9.9M 21k 480.70
Ishares Tr Usd Inv Grde Etf (USIG) 6.5 $9.3M 182k 50.77
Ishares Core Msci Emkt (IEMG) 4.7 $6.7M 131k 51.60
Vanguard Scottsdale Fds Short Term Treas (VGSH) 4.3 $6.1M 105k 58.07
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 4.1 $5.9M 100k 58.55
Ishares Tr Eafe Grwth Etf (EFG) 4.1 $5.9M 57k 103.79
Ishares Tr Eafe Value Etf (EFV) 4.0 $5.7M 104k 54.40
Ishares Tr Rus Mdcp Val Etf (IWS) 3.9 $5.6M 45k 125.33
Ishares Tr Rus Md Cp Gr Etf (IWP) 2.5 $3.6M 31k 114.14
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 2.1 $3.0M 35k 85.06
Vanguard Scottsdale Fds Long Term Treas (VGLT) 1.9 $2.7M 45k 59.24
Ishares Tr Core Msci Intl (IDEV) 1.0 $1.4M 21k 67.13
Spdr Ser Tr Portfolio Sp500 (SPLG) 0.9 $1.3M 21k 61.53
Johnson & Johnson (JNJ) 0.9 $1.2M 7.8k 158.19
Ishares Tr Core Us Aggbd Et (AGG) 0.8 $1.1M 11k 97.96
Exxon Mobil Corporation (XOM) 0.8 $1.1M 9.3k 116.22
Apple (AAPL) 0.8 $1.1M 6.3k 171.49
UnitedHealth (UNH) 0.7 $926k 1.9k 494.58
Microsoft Corporation (MSFT) 0.5 $775k 1.8k 421.16
Amazon (AMZN) 0.5 $681k 3.8k 180.38
C H Robinson Worldwide Com New (CHRW) 0.5 $678k 8.9k 76.14
Chevron Corporation (CVX) 0.5 $651k 4.1k 157.73
Ishares Tr Core Total Usd (IUSB) 0.4 $638k 14k 45.59
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.4 $634k 3.9k 164.36
Pimco Etf Tr Ultra Short Govt (BILZ) 0.4 $596k 5.9k 101.16
Schwab Strategic Tr Us Tips Etf (SCHP) 0.3 $496k 9.5k 52.16
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.3 $465k 17k 27.94
Aim Etf Products Trust Us Lrgcp B20 Apr (APRW) 0.3 $457k 15k 30.26
General Dynamics Corporation (GD) 0.3 $455k 1.6k 282.42
Aim Etf Products Trust Us Lrgcp B20 Feb (FEBW) 0.3 $440k 15k 28.96
Ishares Tr Sp 500 Grwt Etf (IVW) 0.3 $414k 4.9k 84.44
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $403k 959.00 420.52
Vanguard Tax Managed Fds Van Ftse Dev Mkt (VEA) 0.3 $397k 7.9k 50.16
General Electric Com New (GE) 0.3 $369k 2.1k 175.53
Ishares Gold Tr Shares Represent (IAUM) 0.2 $349k 16k 22.17
Costco Wholesale Corporation (COST) 0.2 $348k 475.00 733.13
Honeywell International (HON) 0.2 $348k 1.7k 205.24
Ishares Tr Core Sp500 Etf (IVV) 0.2 $347k 660.00 526.35
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW) 0.2 $326k 10k 31.44
Tesla Motors (TSLA) 0.2 $324k 1.8k 175.79
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $297k 3.1k 94.62
Southern Company (SO) 0.2 $283k 4.0k 71.75
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $279k 1.5k 187.37
Procter & Gamble Company (PG) 0.2 $274k 1.7k 162.28
Ishares Tr Mbs Etf (MBB) 0.2 $251k 2.7k 92.40
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $243k 2.9k 83.58
JPMorgan Chase & Co. (JPM) 0.2 $242k 1.2k 200.35
Ishares Tr Ibonds Dec24 Etf 0.2 $241k 9.6k 25.05
At&t (T) 0.2 $240k 14k 17.60
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $229k 3.0k 76.68
Blackrock Etf Trust Us Eqt Factor (DYNF) 0.2 $229k 5.2k 44.40
International Business Machines (IBM) 0.2 $229k 1.2k 191.07
Allstate Corporation (ALL) 0.2 $228k 1.3k 172.99
Coca-Cola Company (KO) 0.2 $219k 3.6k 61.17
First Tr Exchange Traded Dj Glbl Divid (FGD) 0.1 $205k 9.0k 22.77
Global X Fds Globx Supdv Us (DIV) 0.1 $202k 12k 17.39
Spdr Index Shs Fds Sp Glbdiv Etf (WDIV) 0.1 $202k 3.4k 60.00
Icecure Medical Ltd Caesarea Shs New (ICCM) 0.0 $18k 15k 1.20