The Analysis of Freedom Investment Management, Inc.'s Holdings
Currently, Freedom Investment Management, Inc. holds 117 types of securities in its portfolio with a total value $343.9M. In the most recent quarter, they have increased their positions in MINO (+28.6K shares, valued at $1.3M), PNOV (+21.0K shares, valued at $876.3K), BDYN (+21.3K shares, valued at $544.5K); decreased their positions in DFUS (-43.7K shares, valued at $3.2M), DUHP (-77.2K shares, valued at $2.9M), DFAE (-60.2K shares, valued at $2.0M); initiated new positions in MINO (+28.6K shares, valued at $1.3M), PNOV (+21.0K shares, valued at $876.3K), DFSU (+8.5K shares, valued at $370.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DUHP DIMENSIONAL ETF TRUST1.4M shares-5.30%2025-12-312026-02-06
DFUS DIMENSIONAL ETF TRUST581.5K shares-6.99%2025-12-312026-02-06 DFIC DIMENSIONAL ETF TRUST937.8K shares-5.58%2025-12-312026-02-06 VTV VANGUARD INDEX FDS159.3K shares-5.33%2025-12-312026-02-06 EZM WISDOMTREE TR301.5K shares-3.53%2025-12-312026-02-06 DFAE DIMENSIONAL ETF TRUST542.3K shares-10.00%2025-12-312026-02-06 AVDS AMERICAN CENTY ETF TR227.0K shares-5.99%2025-12-312026-02-06 IVLU ISHARES TR339.8K shares-6.38%2025-12-312026-02-06 DFEV DIMENSIONAL ETF TRUST351.2K shares-9.96%2025-12-312026-02-06 DFSV DIMENSIONAL ETF TRUST306.5K shares-3.04%2025-12-312026-02-06 AVSC AMERICAN CENTY ETF TR166.3K shares-5.13%2025-12-312026-02-06 BOND PIMCO ETF TR88.5K shares-13.72%2025-12-312026-02-06 SPYV SPDR SERIES TRUST67.0K shares3.91%2025-12-312026-02-06 DFAT DIMENSIONAL ETF TRUST55.2K shares-0.36%2025-12-312026-02-06 DFAS DIMENSIONAL ETF TRUST46.5K shares-0.46%2025-12-312026-02-06 AGGY WISDOMTREE TR64.3K shares-13.43%2025-12-312026-02-06 BAB INVESCO EXCH TRADED FD TR II101.0K shares-13.79%2025-12-312026-02-06 SPYG SPDR SERIES TRUST25.5K shares2.73%2025-12-312026-02-06 AAPL APPLE INC8.8K shares-19.24%2025-12-312026-02-06 DFAC DIMENSIONAL ETF TRUST56.5K shares3.02%2025-12-312026-02-06 DFIV DIMENSIONAL ETF TRUST43.3K shares-0.09%2025-12-312026-02-06 JHMM JOHN HANCOCK EXCHANGE TRADED31.5K shares-0.27%2025-12-312026-02-06 DIHP DIMENSIONAL ETF TRUST62.5K shares-0.02%2025-12-312026-02-06 BSV VANGUARD BD INDEX FDS22.2K shares0.90%2025-12-312026-02-06 VONV VANGUARD SCOTTSDALE FDS16.5K shares-0.77%2025-12-312026-02-06 JMUB J P MORGAN EXCHANGE TRADED F29.6K shares-19.21%2025-12-312026-02-06 VTEI VANGUARD MUN BD FDS14.5K shares0.87%2025-12-312026-02-06 MINO PIMCO ETF TR28.6K sharesnew addition2025-12-312026-02-06 SPY SPDR S&P 500 ETF TR1.6K shares-13.11%2025-12-312026-02-06 IEFA ISHARES TR12.0K shares2.30%2025-12-312026-02-06 BDYN BLACKROCK ETF TRUST41.9K shares103.07%2025-12-312026-02-06 DCOR DIMENSIONAL ETF TRUST14.1K shares0.31%2025-12-312026-02-06 VONG VANGUARD SCOTTSDALE FDS8.4K shares-3.06%2025-12-312026-02-06 SCHG SCHWAB STRATEGIC TR28.2K shares-1.78%2025-12-312026-02-06 SLYV SPDR SERIES TRUST10.1K shares1.00%2025-12-312026-02-06 XLK SELECT SECTOR SPDR TR6.3K shares-37.18%2025-12-312026-02-06 PNOV INNOVATOR ETFS TRUST21.0K sharesnew addition2025-12-312026-02-06 VXUS VANGUARD STAR FDS11.5K shares0.92%2025-12-312026-02-06 SLYG SPDR SERIES TRUST8.7K shares1.19%2025-12-312026-02-06 RVNU DBX ETF TR33.4K shares-44.94%2025-12-312026-02-06 VB VANGUARD INDEX FDS3.2K shares0.54%2025-12-312026-02-06 VUG VANGUARD INDEX FDS1.7K shares-1.42%2025-12-312026-02-06 DFAX DIMENSIONAL ETF TRUST23.9K shares-0.11%2025-12-312026-02-06 AGG ISHARES TR7.7K shares2.84%2025-12-312026-02-06 FOCT FIRST TR EXCHNG TRADED FD VI15.7K shares0.00%2025-12-312026-02-06 VEA VANGUARD TAX-MANAGED FDS12.2K shares-0.69%2025-12-312026-02-06 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares-50.00%2025-12-312026-02-06 MDYV SPDR SERIES TRUST7.9K shares2.45%2025-12-312026-02-06 XLF SELECT SECTOR SPDR TR11.7K shares-56.29%2025-12-312026-02-06 IVV ISHARES TR857 shares-31.39%2025-12-312026-02-06 SFLR INNOVATOR ETFS TRUST14.5K shares-16.89%2025-12-312026-02-06 MDYG SPDR SERIES TRUST5.8K shares2.57%2025-12-312026-02-06 KVLE KRANESHARES TRUST19.4K shares-75.80%2025-12-312026-02-06 IUSB ISHARES TR9.7K shares-7.54%2025-12-312026-02-06 DLS WISDOMTREE TR5.5K shares-0.29%2025-12-312026-02-06 NULG NUSHARES ETF TR4.4K shares-54.32%2025-12-312026-02-06 PYLD PIMCO ETF TR16.0K shares4.09%2025-12-312026-02-06 IGIB ISHARES TR7.7K shares1.47%2025-12-312026-02-06 ACWV ISHARES INC3.4K shares30.12%2025-12-312026-02-06 EES WISDOMTREE TR7.0K shares-0.14%2025-12-312026-02-06 IAGG ISHARES TR8.0K shares-5.11%2025-12-312026-02-06 VOT VANGUARD INDEX FDS1.4K shares-43.68%2025-12-312026-02-06 XLC SELECT SECTOR SPDR TR3.4K shares-71.67%2025-12-312026-02-06 SPDW SPDR INDEX SHS FDS8.8K shares7.19%2025-12-312026-02-06 XLV SELECT SECTOR SPDR TR2.5K shares-68.91%2025-12-312026-02-06 JIG J P MORGAN EXCHANGE TRADED F5.2K shares-49.30%2025-12-312026-02-06 VTWV VANGUARD SCOTTSDALE FDS2.4K shares0.04%2025-12-312026-02-06 DFSU DIMENSIONAL ETF TRUST8.5K sharesnew addition2025-12-312026-02-06 BAI BLACKROCK ETF TRUST11.1K shares-27.97%2025-12-312026-02-06 VTWG VANGUARD SCOTTSDALE FDS1.6K shares-0.19%2025-12-312026-02-06 NVDA NVIDIA CORPORATION1.9K shares-65.07%2025-12-312026-02-06 BNDX VANGUARD CHARLOTTE FDS7.5K shares-2.09%2025-12-312026-02-06 IEUR ISHARES TR4.8K shares-7.99%2025-12-312026-02-06 NOCT INNOVATOR ETFS TRUST5.8K sharesnew addition2025-12-312026-02-06 XLI SELECT SECTOR SPDR TR2.1K shares-67.47%2025-12-312026-02-06 FENY FIDELITY COVINGTON TRUST13.2K shares-0.32%2025-12-312026-02-06 QUAL ISHARES TR1.6K shares-47.01%2025-12-312026-02-06 DYNF BLACKROCK ETF TRUST5.3K shares-13.41%2025-12-312026-02-06 IJH ISHARES TR4.8K shares-6.42%2025-12-312026-02-06 ALPHABET INC ALPHABET INC995 shares-49.59%2025-12-312026-02-06 BBBI BONDBLOXX ETF TRUST6.0K shares1.65%2025-12-312026-02-06 QQQM INVESCO EXCH TRADED FD TR II1.2K shares-1.21%2025-12-312026-02-06 IVW ISHARES TR2.5K shares-21.41%2025-12-312026-02-06 BBCB J P MORGAN EXCHANGE TRADED F6.6K shares1.62%2025-12-312026-02-06 PICB INVESCO EXCH TRADED FD TR II12.6K shares1.39%2025-12-312026-02-06 MSFT MICROSOFT CORP624 shares-48.39%2025-12-312026-02-06 IGF ISHARES TR4.9K shares-25.91%2025-12-312026-02-06 VTI VANGUARD INDEX FDS868 shares0.00%2025-12-312026-02-06 NUSC NUSHARES ETF TR6.4K shares-48.83%2025-12-312026-02-06 EFV ISHARES TR3.9K shares-23.26%2025-12-312026-02-06 VWO VANGUARD INTL EQUITY INDEX F5.2K shares1.36%2025-12-312026-02-06 ESGE ISHARES INC6.3K shares-41.17%2025-12-312026-02-06 DFUV DIMENSIONAL ETF TRUST6.0K shares0.00%2025-12-312026-02-06 IOCT INNOVATOR ETFS TRUST7.8K sharesnew addition2025-12-312026-02-06 QLC FLEXSHARES TR3.4K sharesnew addition2025-12-312026-02-06 AVEM AMERICAN CENTY ETF TR3.5K shares-16.76%2025-12-312026-02-06 XLY SELECT SECTOR SPDR TR2.2K shares-51.74%2025-12-312026-02-06 VNQI VANGUARD INTL EQUITY INDEX F5.7K shares-0.12%2025-12-312026-02-06 DFEM DIMENSIONAL ETF TRUST7.7K shares2.94%2025-12-312026-02-06 ORCL ORACLE CORP1.3K shares-13.92%2025-12-312026-02-06 THRO BLACKROCK ETF TRUST6.4K shares-34.33%2025-12-312026-02-06 GWX SPDR INDEX SHS FDS6.0K shares-44.94%2025-12-312026-02-06 IWS ISHARES TR1.7K shares-1.87%2025-12-312026-02-06 VMBS VANGUARD SCOTTSDALE FDS5.1K shares5.92%2025-12-312026-02-06 SSUS STRATEGY SHS4.9K shares-0.33%2025-12-312026-02-06 LCTU BLACKROCK ETF TRUST3.1K shares-18.27%2025-12-312026-02-06 MTUM ISHARES TR901 shares13.33%2025-12-312026-02-06 SCHE SCHWAB STRATEGIC TR6.8K sharesnew addition2025-12-312026-02-06 JMST J P MORGAN EXCHANGE TRADED F4.4K shares-53.85%2025-12-312026-02-06 VGLT VANGUARD SCOTTSDALE FDS4.0K shares1.59%2025-12-312026-02-06 IWP ISHARES TR1.6K shares-0.32%2025-12-312026-02-06 EWJ ISHARES INC2.6K sharesnew addition2025-12-312026-02-06 IVE ISHARES TR977 shares-3.65%2025-12-312026-02-06 OEF ISHARES TR601 sharesnew addition2025-12-312026-02-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available