Penney Financial

Penney Financial as of March 31, 2025

Portfolio Holdings for Penney Financial

Penney Financial holds 37 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
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 28.4 $43M 393k 110.08
Vanguard Index Fds Total Stk Mkt (VTI) 21.4 $33M 119k 274.84
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 10.0 $15M 299k 50.83
Vanguard Whitehall Fds High Div Yld (VYM) 7.0 $11M 83k 128.96
Schwab Strategic Tr Us Dividend Eq (SCHD) 5.4 $8.2M 293k 27.96
Ishares Tr Core Msci Eafe (IEFA) 4.8 $7.3M 97k 75.65
Vanguard Index Fds Small Cp Etf (VB) 4.1 $6.3M 28k 221.75
J P Morgan Exchange Traded F Equity Premium (JEPI) 3.2 $4.9M 85k 57.14
J P Morgan Exchange Traded F Hedged Equity La (HELO) 2.4 $3.6M 61k 59.68
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.7 $2.5M 41k 62.10
Ishares Tr Shrt Nat Mun Etf (SUB) 1.6 $2.4M 23k 105.60
Apple (AAPL) 1.1 $1.7M 7.9k 222.13
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.9 $1.4M 29k 49.62
Ishares Tr Core S&p500 Etf (IVV) 0.7 $1.0M 1.9k 561.90
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $986k 10k 98.92
Chevron Corporation (CVX) 0.6 $892k 5.3k 167.28
Ishares Tr Rus 1000 Etf (IWB) 0.5 $730k 2.4k 306.74
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.4 $674k 12k 56.47
Microsoft Corporation (MSFT) 0.4 $652k 1.7k 375.39
Cheniere Energy Com New (LNG) 0.4 $631k 2.7k 231.40
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.4 $628k 29k 21.53
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.4 $624k 15k 42.06
Insperity (NSP) 0.4 $623k 7.0k 89.23
Amazon (AMZN) 0.3 $525k 2.8k 190.26
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $448k 871.00 513.81
Ishares Tr Russell 2000 Etf (IWM) 0.3 $440k 2.2k 199.49
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $398k 1.1k 361.09
Equinor Asa Sponsored Adr (EQNR) 0.2 $352k 13k 26.45
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $329k 4.2k 78.28
J P Morgan Exchange Traded F Income Etf (JPIE) 0.2 $300k 6.5k 46.07
FedEx Corporation (FDX) 0.2 $281k 1.2k 243.78
Granite Construction (GVA) 0.2 $275k 3.6k 75.40
Kinder Morgan (KMI) 0.2 $268k 9.4k 28.53
Abbvie (ABBV) 0.2 $262k 1.3k 209.52
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $244k 4.2k 58.35
Visa Com Cl A (V) 0.1 $226k 645.00 350.46
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $217k 9.8k 22.08