Kingdom Financial Group

Kingdom Financial Group as of June 30, 2024

Portfolio Holdings for Kingdom Financial Group

Kingdom Financial Group holds 52 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus Tp200 Gr Etf (IWY) 15.1 $22M 104k 214.52
Ishares Tr National Mun Etf (MUB) 11.0 $16M 153k 106.55
Ishares Tr Rus Tp200 Vl Etf (IWX) 8.5 $13M 169k 74.82
Vanguard Scottsdale Fds Mtg Bkd Secs Etf (VMBS) 7.7 $11M 252k 45.40
Ishares Tr Usd Inv Grde Etf (USIG) 7.3 $11M 214k 50.21
Vanguard Index Fds Sp 500 Etf Shs (VOO) 6.3 $9.4M 19k 500.10
Vanguard Scottsdale Fds Short Term Treas (VGSH) 4.9 $7.3M 126k 57.99
Ishares Tr Eafe Grwth Etf (EFG) 4.7 $7.0M 68k 102.30
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 4.6 $6.9M 118k 58.23
Ishares Tr Eafe Value Etf (EFV) 4.4 $6.5M 122k 53.04
Ishares Tr Rus Mdcp Val Etf (IWS) 3.8 $5.7M 47k 120.74
Ishares Core Msci Emkt (IEMG) 3.5 $5.2M 98k 53.53
Ishares Tr Rus Md Cp Gr Etf (IWP) 2.3 $3.3M 30k 110.35
Vanguard Scottsdale Fds Long Term Treas (VGLT) 1.8 $2.6M 46k 57.68
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 1.4 $2.0M 25k 81.97
Ishares Tr Core Msci Intl (IDEV) 0.8 $1.2M 19k 65.64
Johnson & Johnson (JNJ) 0.8 $1.1M 7.8k 146.16
Apple (AAPL) 0.7 $1.0M 4.9k 210.62
Spdr Ser Tr Portfolio Sp500 (SPLG) 0.7 $1.0M 16k 64.00
Exxon Mobil Corporation (XOM) 0.7 $1.0M 8.9k 115.12
UnitedHealth (UNH) 0.6 $941k 1.8k 509.19
Pimco Etf Tr Ultra Short Govt (BILZ) 0.6 $867k 8.6k 101.10
C H Robinson Worldwide Com New (CHRW) 0.5 $785k 8.9k 88.12
Microsoft Corporation (MSFT) 0.5 $683k 1.5k 446.80
Amazon (AMZN) 0.4 $594k 3.1k 193.25
Ishares Tr Core Total Usd (IUSB) 0.4 $593k 13k 45.22
Chevron Corporation (CVX) 0.4 $587k 3.8k 156.42
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $572k 5.9k 97.08
General Dynamics Corporation (GD) 0.3 $470k 1.6k 290.22
Aim Etf Products Trust Us Lrgcp B20 Jun (JUNW) 0.3 $468k 16k 28.59
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $463k 2.7k 170.74
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.3 $428k 16k 27.22
Ishares Tr Sp 500 Grwt Etf (IVW) 0.3 $421k 4.5k 92.54
Aim Etf Products Trust Us Lrgcp B20 Apr (APRW) 0.3 $395k 13k 31.12
Aim Etf Products Trust Allianzim U S La (SIXD) 0.3 $388k 15k 25.47
Costco Wholesale Corporation (COST) 0.3 $373k 439.00 849.14
Ishares Gold Tr Shares Represent (IAUM) 0.2 $354k 15k 23.20
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $343k 842.00 406.80
Ge Aerospace Com New (GE) 0.2 $324k 2.0k 158.97
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $302k 3.3k 91.79
Southern Company (SO) 0.2 $286k 3.7k 77.57
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $269k 5.2k 52.01
Tesla Motors (TSLA) 0.2 $258k 1.3k 197.88
Blackrock Etf Trust Us Eqt Factor (DYNF) 0.2 $257k 5.5k 46.94
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW) 0.2 $251k 7.5k 33.31
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUN) 0.2 $243k 7.1k 34.11
Vanguard Tax Managed Fds Van Ftse Dev Mkt (VEA) 0.2 $243k 4.9k 49.42
JPMorgan Chase & Co. (JPM) 0.2 $241k 1.2k 202.26
Simplify Exchange Traded Fun Short Term Trea (TUA) 0.1 $213k 10k 21.32
Allstate Corporation (ALL) 0.1 $211k 1.3k 159.66
Global X Fds Globx Supdv Us (DIV) 0.1 $178k 10k 17.25
Icecure Medical Ltd Caesarea Shs New (ICCM) 0.0 $13k 17k 0.74