Kingdom Financial Group

Kingdom Financial Group as of Dec. 31, 2024

Portfolio Holdings for Kingdom Financial Group

Kingdom Financial Group holds 50 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 Rus Tp200 Gr Etf (IWY) 14.9 $22M 92k 235.27
Ishares Tr National Mun Etf (MUB) 11.1 $16M 153k 106.55
Ishares Tr Rus Tp200 Vl Etf (IWX) 8.8 $13M 163k 79.03
Vanguard Scottsdale Fds Mtg Bkd Secs Etf (VMBS) 7.3 $11M 234k 45.34
Ishares Tr Usd Inv Grde Etf (USIG) 6.9 $10M 202k 50.28
Vanguard Index Fds Sp 500 Etf Shs (VOO) 6.5 $9.5M 18k 538.80
Vanguard Scottsdale Fds Short Term Treas (VGSH) 4.7 $6.9M 119k 58.18
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 4.7 $6.9M 119k 58.00
Ishares Tr Eafe Grwth Etf (EFG) 4.4 $6.4M 67k 96.83
Ishares Tr Eafe Value Etf (EFV) 4.4 $6.4M 123k 52.47
Ishares Core Msci Emkt (IEMG) 4.0 $5.9M 113k 52.22
Ishares Tr Rus Mdcp Val Etf (IWS) 4.0 $5.9M 45k 129.34
Ishares Tr Rus Md Cp Gr Etf (IWP) 2.5 $3.7M 29k 126.75
Vanguard Scottsdale Fds Long Term Treas (VGLT) 2.0 $2.9M 52k 55.35
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 1.6 $2.3M 26k 89.33
Spdr Ser Tr Portfolio Sp500 (SPLG) 0.9 $1.2M 18k 68.94
Apple (AAPL) 0.8 $1.2M 4.9k 250.42
Johnson & Johnson (JNJ) 0.7 $1.0M 7.2k 144.62
Ishares Tr Core Msci Intl (IDEV) 0.7 $1.0M 16k 64.47
Aim Etf Products Trust Us Lrgcp B20 Dec (DECW) 0.7 $964k 32k 30.42
UnitedHealth (UNH) 0.6 $942k 1.9k 505.90
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW) 0.6 $880k 26k 33.63
Exxon Mobil Corporation (XOM) 0.6 $862k 8.0k 107.57
C H Robinson Worldwide Com New (CHRW) 0.4 $653k 6.3k 103.32
Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO) 0.4 $627k 19k 32.40
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $551k 5.7k 96.91
Ishares Tr Core Total Usd (IUSB) 0.4 $526k 12k 45.20
Microsoft Corporation (MSFT) 0.4 $522k 1.2k 421.67
Amazon (AMZN) 0.4 $519k 2.4k 219.39
Chevron Corporation (CVX) 0.3 $436k 3.0k 144.86
Schwab Strategic Tr Us Tips Etf (SCHP) 0.3 $422k 16k 25.83
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $388k 2.2k 178.07
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.2 $365k 14k 26.19
Ge Aerospace Com New (GE) 0.2 $341k 2.0k 166.83
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $336k 742.00 453.28
Tesla Motors (TSLA) 0.2 $331k 819.00 403.84
Simplify Exchange Traded Fun Short Term Trea (TUA) 0.2 $329k 16k 21.22
Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW) 0.2 $327k 9.2k 35.56
Ishares Tr Sp 500 Grwt Etf (IVW) 0.2 $324k 3.2k 101.53
Southern Company (SO) 0.2 $304k 3.7k 82.32
JPMorgan Chase & Co. (JPM) 0.2 $286k 1.2k 239.75
Pimco Etf Tr Ultra Short Govt (BILZ) 0.2 $276k 2.7k 100.83
Allstate Corporation (ALL) 0.2 $258k 1.3k 192.80
Ishares Gold Tr Shares Represent (IAUM) 0.2 $250k 9.6k 26.17
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC) 0.2 $247k 7.3k 33.73
Ishares Tr Short Treas Bd (SHV) 0.2 $238k 2.2k 110.11
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $231k 2.6k 87.34
Vanguard Tax Managed Fds Van Ftse Dev Mkt (VEA) 0.1 $212k 4.4k 47.82
International Business Machines (IBM) 0.1 $207k 941.00 219.94
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.1 $203k 4.0k 51.25