Latko Wealth Management

Latko Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Latko Wealth Management

Latko Wealth Management holds 31 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 Core S&p500 Etf (IVV) 26.2 $44M 75k 588.67
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 16.8 $28M 67k 425.49
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 14.4 $24M 116k 210.45
Schwab Strategic Tr Us Dividend Eq (SCHD) 7.8 $13M 484k 27.32
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.0 $8.5M 15k 586.08
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.8 $8.1M 16k 511.24
Ishares Tr 3 7 Yr Treas Bd (IEI) 3.7 $6.3M 55k 115.55
Vanguard Index Fds Mid Cap Etf (VO) 3.4 $5.8M 22k 264.11
Ishares Tr Core S&p Scp Etf (IJR) 3.4 $5.7M 50k 115.23
Vanguard Index Fds Growth Etf (VUG) 2.8 $4.8M 12k 410.40
Apple (AAPL) 2.0 $3.4M 14k 250.41
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.7 $2.8M 102k 27.87
Merck & Co (MRK) 1.6 $2.7M 27k 99.47
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $1.8M 3.4k 538.76
Vanguard World Inf Tech Etf (VGT) 0.7 $1.1M 1.8k 621.82
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.5 $876k 11k 78.04
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $695k 8.5k 81.95
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $681k 1.00 681000.00
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $679k 3.9k 175.14
salesforce (CRM) 0.4 $670k 2.0k 334.50
Vanguard Bd Index Fds Intermed Term (BIV) 0.4 $628k 8.4k 74.75
Microsoft Corporation (MSFT) 0.3 $479k 1.1k 421.65
Intuit (INTU) 0.2 $412k 655.00 629.01
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $390k 6.3k 62.25
Amazon (AMZN) 0.2 $384k 1.8k 219.18
Texas Instruments Incorporated (TXN) 0.2 $377k 2.0k 187.28
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $353k 778.00 453.73
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $320k 3.7k 87.46
Walt Disney Company (DIS) 0.1 $245k 2.2k 111.31
Tesla Motors (TSLA) 0.1 $202k 500.00 404.00
Ford Motor Company (F) 0.1 $182k 18k 9.90