Kingdom Financial Group

Kingdom Financial Group as of March 31, 2025

Portfolio Holdings for Kingdom Financial Group

Kingdom Financial Group holds 45 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 Rus Tp200 Gr Etf (IWY) 13.4 $18M 87k 210.94
Ishares Tr National Mun Etf (MUB) 10.5 $14M 136k 105.44
Ishares Tr Rus Tp200 Vl Etf (IWX) 9.3 $13M 154k 82.18
Vanguard Scottsdale Fds Mtg Bkd Secs Etf (VMBS) 7.6 $10M 225k 46.31
Ishares Tr Usd Inv Grde Etf (USIG) 7.3 $9.9M 194k 51.08
Vanguard Index Fds Sp 500 Etf Shs (VOO) 6.4 $8.8M 17k 513.91
Ishares Tr Eafe Value Etf (EFV) 5.5 $7.4M 126k 58.94
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 5.2 $7.1M 119k 59.40
Ishares Tr Eafe Grwth Etf (EFG) 4.7 $6.4M 64k 100.00
Vanguard Scottsdale Fds Short Term Treas (VGSH) 4.6 $6.3M 107k 58.69
Ishares Core Msci Emkt (IEMG) 4.3 $5.8M 108k 53.97
Ishares Tr Rus Mdcp Val Etf (IWS) 4.0 $5.5M 43k 125.97
Vanguard Scottsdale Fds Long Term Treas (VGLT) 2.3 $3.2M 55k 57.61
Ishares Tr Rus Md Cp Gr Etf (IWP) 2.3 $3.1M 26k 117.49
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 1.3 $1.8M 22k 80.65
Johnson & Johnson (JNJ) 0.9 $1.2M 7.1k 165.84
Ishares Tr Core Msci Intl (IDEV) 0.8 $1.1M 16k 68.89
Apple (AAPL) 0.8 $1.1M 4.7k 222.14
Exxon Mobil Corporation (XOM) 0.7 $953k 8.0k 118.94
Aim Etf Products Trust Us Lrgcp B20 Dec (DECW) 0.7 $918k 31k 29.95
Spdr Ser Tr Portfolio Sp500 (SPYM) 0.7 $892k 14k 65.76
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW) 0.6 $846k 26k 33.21
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $724k 7.3k 98.93
Simplify Exchange Traded Fun Short Term Trea (TUA) 0.5 $672k 31k 21.97
C H Robinson Worldwide Com New (CHRW) 0.5 $647k 6.3k 102.40
Chevron Corporation (CVX) 0.4 $504k 3.0k 167.31
Microsoft Corporation (MSFT) 0.3 $473k 1.3k 375.54
Ishares Tr Core Total Usd (IUSB) 0.3 $464k 10k 46.08
Amazon (AMZN) 0.3 $443k 2.3k 190.26
Ge Aerospace Com New (GE) 0.3 $409k 2.0k 200.19
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $395k 742.00 532.58
Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO) 0.3 $387k 12k 31.58
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $379k 2.2k 170.88
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.3 $349k 13k 27.26
Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW) 0.2 $308k 8.8k 35.12
Ishares Tr Sp 500 Grwt Etf (IVW) 0.2 $301k 3.2k 92.82
Allstate Corporation (ALL) 0.2 $278k 1.3k 207.15
Ishares Gold Tr Shares Represent (IAUM) 0.2 $278k 8.9k 31.17
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC) 0.2 $234k 7.1k 33.11
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $234k 2.5k 93.67
UnitedHealth (UNH) 0.2 $230k 439.00 524.00
Southern Company (SO) 0.2 $229k 2.5k 91.95
Vanguard Tax Managed Fds Van Ftse Dev Mkt (VEA) 0.2 $224k 4.4k 50.83
Simplify Exchange Traded Fun Intmd Term Trsry (TYA) 0.2 $217k 16k 13.23
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $210k 2.3k 91.03