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Size ($ in 1000's)
At 12/31/2023: $1,227,115
At 09/30/2023: $854,210
Freedom Investment Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Freedom Investment Management Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Freedom Investment Management Inc. top holdings by largest position size, as per the latest 13f filing made by Freedom Investment Management Inc..
In the Freedom Investment Management Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Freedom Investment Management Inc. in that top holding, then the share count change between reporting periods, and finally the Freedom Investment Management Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| SPDR SER TR (BIL) |
560,603 |
+128,302 |
$51,233 | | BIL | 560,603 | +128,302 | $51,233 | | SPDR S&P 500 ETF TR (SPY) |
99,162 |
+21,560 |
$47,133 | | SPY | 99,162 | +21,560 | $47,133 | | DIMENSIONAL ETF TRUST (DUHP) |
1,135,583 |
+1,135,583 |
$32,489 | | DUHP | 1,135,583 | +1,135,583 | $32,489 | | VANGUARD INDEX FDS (VTV) |
202,631 |
+202,631 |
$30,293 | | VTV | 202,631 | +202,631 | $30,293 | | FIRST TR EXCHNG TRADED FD VI (FMAY) |
722,571 |
+722,571 |
$29,943 | | FMAY | 722,571 | +722,571 | $29,943 | | DIMENSIONAL ETF TRUST (DFIC) |
881,375 |
+881,375 |
$22,501 | | DFIC | 881,375 | +881,375 | $22,501 | | ISHARES TR (IVLU) |
833,147 |
+833,147 |
$22,087 | | IVLU | 833,147 | +833,147 | $22,087 | | WISDOMTREE TR |
362,496 |
+362,496 |
$20,804 | | EZM | 362,496 | +362,496 | $20,804 | | KRANESHARES TR (KVLE) |
854,208 |
+854,208 |
$19,687 | | KVLE | 854,208 | +854,208 | $19,687 | | PIMCO ETF TR (BOND) |
208,982 |
+208,982 |
$19,320 | | BOND | 208,982 | +208,982 | $19,320 | | DIMENSIONAL ETF TRUST (DFAE) |
667,358 |
+667,358 |
$16,090 | | DFAE | 667,358 | +667,358 | $16,090 | | WISDOMTREE TR |
233,828 |
+233,828 |
$14,929 | | DLS | 233,828 | +233,828 | $14,929 | | ISHARES TR (IJH) |
47,271 |
+11,566 |
$13,101 | | IJH | 47,271 | +11,566 | $13,101 | | APPLE INC |
67,768 |
-5,105 |
$13,047 | | AAPL | 67,768 | -5,105 | $13,047 | | ISHARES TR (TLT) |
131,825 |
+20,891 |
$13,035 | | TLT | 131,825 | +20,891 | $13,035 | | ISHARES TR (AGG) |
129,586 |
-3,436 |
$12,861 | | AGG | 129,586 | -3,436 | $12,861 | | FIDELITY COVINGTON TRUST |
87,056 |
-16,504 |
$12,505 | | FTEC | 87,056 | -16,504 | $12,505 | | ISHARES TR (IEFA) |
175,764 |
+45,445 |
$12,365 | | IEFA | 175,764 | +45,445 | $12,365 | | ISHARES TR (LQD) |
109,307 |
+31,178 |
$12,096 | | LQD | 109,307 | +31,178 | $12,096 | | ABRDN GOLD ETF TRUST (SGOL) |
582,336 |
-65,182 |
$11,495 | | SGOL | 582,336 | -65,182 | $11,495 | | DIMENSIONAL ETF TRUST (DFEV) |
432,221 |
+432,221 |
$10,892 | | DFEV | 432,221 | +432,221 | $10,892 | | SELECT SECTOR SPDR TR (XLK) |
56,385 |
+549 |
$10,853 | | XLK | 56,385 | +549 | $10,853 | | WISDOMTREE TR |
197,853 |
+197,853 |
$9,857 | | EES | 197,853 | +197,853 | $9,857 | | DIMENSIONAL ETF TRUST (DFSV) |
330,249 |
+330,249 |
$9,617 | | DFSV | 330,249 | +330,249 | $9,617 | | ISHARES TR (HYG) |
118,350 |
+44,910 |
$9,159 | | HYG | 118,350 | +44,910 | $9,159 | | FIDELITY COVINGTON TRUST |
133,983 |
-19,251 |
$8,667 | | FHLC | 133,983 | -19,251 | $8,667 | | MICROSOFT CORP |
22,131 |
+291 |
$8,322 | | MSFT | 22,131 | +291 | $8,322 | | SELECT SECTOR SPDR TR (XLV) |
59,693 |
+1,962 |
$8,141 | | XLV | 59,693 | +1,962 | $8,141 | | ISHARES TR (IGIB) |
144,621 |
+19,306 |
$7,520 | | IGIB | 144,621 | +19,306 | $7,520 | | SPDR SER TR (SPYG) |
115,583 |
+9,205 |
$7,520 | | SPYG | 115,583 | +9,205 | $7,520 | | ALPHABET INC |
50,678 |
+880 |
$7,079 | | GOOGL | 50,678 | +880 | $7,079 | | VANGUARD INDEX FDS (VNQ) |
79,315 |
-8,871 |
$7,008 | | VNQ | 79,315 | -8,871 | $7,008 | | VANGUARD BD INDEX FDS (BIV) |
90,694 |
-7,593 |
$6,927 | | BIV | 90,694 | -7,593 | $6,927 | | SPDR SER TR (MDYV) |
91,796 |
-3,570 |
$6,736 | | MDYV | 91,796 | -3,570 | $6,736 | | SPDR SER TR (SPYV) |
137,754 |
+26,177 |
$6,423 | | SPYV | 137,754 | +26,177 | $6,423 | | NORTHERN LIGHTS FD TR |
217,112 |
-23,263 |
$6,278 | | MRSK | 217,112 | -23,263 | $6,278 | | AMAZON COM INC |
41,013 |
-1,417 |
$6,231 | | AMZN | 41,013 | -1,417 | $6,231 | | WISDOMTREE TR |
138,379 |
+138,379 |
$6,091 | | AGGY | 138,379 | +138,379 | $6,091 | | DIMENSIONAL ETF TRUST (DFUS) |
117,238 |
+117,238 |
$6,076 | | DFUS | 117,238 | +117,238 | $6,076 | | SPDR SER TR (SPIB) |
179,083 |
+53,914 |
$5,879 | | SPIB | 179,083 | +53,914 | $5,879 | | VANGUARD WORLD FDS (VPU) |
40,084 |
-13,533 |
$5,494 | | VPU | 40,084 | -13,533 | $5,494 | | SCHWAB STRATEGIC TR |
216,801 |
+31,836 |
$5,375 | | SCHE | 216,801 | +31,836 | $5,375 | | SELECT SECTOR SPDR TR (XLC) |
72,757 |
-10,362 |
$5,286 | | XLC | 72,757 | -10,362 | $5,286 | | ISHARES TR (IVV) |
11,018 |
+10,180 |
$5,262 | | IVV | 11,018 | +10,180 | $5,262 | | SPDR GOLD TR (GLD) |
24,842 |
+5,517 |
$4,749 | | GLD | 24,842 | +5,517 | $4,749 | | SELECT SECTOR SPDR TR (XLY) |
26,157 |
+6,200 |
$4,677 | | XLY | 26,157 | +6,200 | $4,677 | | VANGUARD SCOTTSDALE FDS (VMBS) |
100,301 |
+32,091 |
$4,650 | | VMBS | 100,301 | +32,091 | $4,650 | | SCHWAB STRATEGIC TR |
93,029 |
-11,545 |
$4,507 | | SCHO | 93,029 | -11,545 | $4,507 | | SCHWAB STRATEGIC TR |
79,594 |
-6,178 |
$4,431 | | SCHB | 79,594 | -6,178 | $4,431 | | NVIDIA CORPORATION |
8,925 |
+209 |
$4,420 | | NVDA | 8,925 | +209 | $4,420 |
See Full List: All Stocks Held By Freedom Investment Management Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Freedom Investment Management Inc.
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