Sponsored
The Analysis of Freedom Investment Management, Inc.'s Holdings & P&L
Currently, Freedom Investment Management, Inc. holds 106 types of securities in its portfolio with a total value $337.0M. In the most recent quarter, they have increased their positions in REET (+469.1K shares, valued at $11.8M), N/A (+161.7K shares, valued at $7.5M), BOND (+13.7K shares, valued at $1.3M); decreased their positions in DUHP (-194.3K shares, valued at $7.1M), DFUS (-68.9K shares, valued at $4.9M), DFEV (-93.7K shares, valued at $3.4M); initiated new positions in REET (+469.1K shares, valued at $11.8M), N/A (+161.7K shares, valued at $7.5M), GLDM (+3.6K shares, valued at $332.0K).
1M P&L
+10.7M+3.08%
3M P&L
+7.1M+2.03%
HY P&L
+37.5M+11.77%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A324.2M
99.1%
2Consumer Electronics2.2M
0.7%
3Semiconductors305.5K
0.1%
Top Industries by Stock Count
1N/A100 stocks
97.1%
2Consumer Electronics1 stocks
1.0%
3Software - Infrastructure1 stocks
1.0%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
DUHP
-14.08%DIMENSIONAL ETF TRUST
Shares1.2M
Event2026-03-31
Filed2026-04-22
DFUS
-11.85%DIMENSIONAL ETF TRUST
Shares512.6K
Event2026-03-31
Filed2026-04-22
DFIC
-6.93%DIMENSIONAL ETF TRUST
Shares872.8K
Event2026-03-31
Filed2026-04-22
VTV
-4.86%VANGUARD INDEX FDS
Shares151.6K
Event2026-03-31
Filed2026-04-22
EZM
-2.48%WISDOMTREE TR
Shares294.0K
Event2026-03-31
Filed2026-04-22
DFAE
-4.97%DIMENSIONAL ETF TRUST
Shares515.4K
Event2026-03-31
Filed2026-04-22
AVDS
-9.61%AMERICAN CENTY ETF TR
Shares205.2K
Event2026-03-31
Filed2026-04-22
IVLU
-4.22%ISHARES TR
Shares325.5K
Event2026-03-31
Filed2026-04-22
REET
NewISHARES TR
Shares469.1K
Event2026-03-31
Filed2026-04-22
DFSV
-5.98%DIMENSIONAL ETF TRUST
Shares288.2K
Event2026-03-31
Filed2026-04-22
AVSC
-3.05%AMERICAN CENTY ETF TR
Shares161.2K
Event2026-03-31
Filed2026-04-22
BOND
15.49%PIMCO ETF TR
Shares102.2K
Event2026-03-31
Filed2026-04-22
DFEV
-26.69%DIMENSIONAL ETF TRUST
Shares257.4K
Event2026-03-31
Filed2026-04-22
GLOBAL X FDS
NewGLOBAL X FDS
Shares161.7K
Event2026-03-31
Filed2026-04-22
SPYV
3.96%SPDR SERIES TRUST
Shares69.7K
Event2026-03-31
Filed2026-04-22
DFAT
-1.51%DIMENSIONAL ETF TRUST
Shares54.4K
Event2026-03-31
Filed2026-04-22
DFAS
-1.49%DIMENSIONAL ETF TRUST
Shares45.9K
Event2026-03-31
Filed2026-04-22
AGGY
14.85%WISDOMTREE TR
Shares73.8K
Event2026-03-31
Filed2026-04-22
BAB
14.66%INVESCO EXCH TRADED FD TR II
Shares115.8K
Event2026-03-31
Filed2026-04-22
SPYG
0.62%SPDR SERIES TRUST
Shares25.7K
Event2026-03-31
Filed2026-04-22
DFAC
6.34%DIMENSIONAL ETF TRUST
Shares60.1K
Event2026-03-31
Filed2026-04-22
DFIV
-1.93%DIMENSIONAL ETF TRUST
Shares42.5K
Event2026-03-31
Filed2026-04-22
AAPL
0.70%APPLE INC
Shares8.8K
Event2026-03-31
Filed2026-04-22
JHMM
-0.03%JOHN HANCOCK EXCHANGE TRADED
Shares31.5K
Event2026-03-31
Filed2026-04-22
VANGUARD INDEX FDS
0.37%VANGUARD INDEX FDS
Shares3.5K
Event2026-03-31
Filed2026-04-22
DIHP
0.56%DIMENSIONAL ETF TRUST
Shares62.8K
Event2026-03-31
Filed2026-04-22
BSV
-4.83%VANGUARD BD INDEX FDS
Shares21.1K
Event2026-03-31
Filed2026-04-22
VONV
5.93%VANGUARD SCOTTSDALE FDS
Shares17.4K
Event2026-03-31
Filed2026-04-22
JMUB
3.92%J P MORGAN EXCHANGE TRADED F
Shares30.7K
Event2026-03-31
Filed2026-04-22
VTEI
0.55%VANGUARD MUN BD FDS
Shares14.6K
Event2026-03-31
Filed2026-04-22
MINO
4.44%PIMCO ETF TR
Shares29.9K
Event2026-03-31
Filed2026-04-22
SPY
13.43%STATE STR SPDR S&P 500 ETF T
Shares1.9K
Event2026-03-31
Filed2026-04-22
IEFA
0.12%ISHARES TR
Shares12.0K
Event2026-03-31
Filed2026-04-22
DCOR
-1.49%DIMENSIONAL ETF TRUST
Shares13.9K
Event2026-03-31
Filed2026-04-22
BDYN
-3.57%BLACKROCK ETF TRUST
Shares40.4K
Event2026-03-31
Filed2026-04-22
SLYV
1.88%SPDR SERIES TRUST
Shares10.3K
Event2026-03-31
Filed2026-04-22
VONG
-3.01%VANGUARD SCOTTSDALE FDS
Shares8.1K
Event2026-03-31
Filed2026-04-22
SLYG
2.34%SPDR SERIES TRUST
Shares8.9K
Event2026-03-31
Filed2026-04-22
RVNU
4.04%DBX ETF TR
Shares34.8K
Event2026-03-31
Filed2026-04-22
PNOV
-4.47%INNOVATOR ETFS TRUST
Shares20.0K
Event2026-03-31
Filed2026-04-22
DFAX
0.60%DIMENSIONAL ETF TRUST
Shares24.0K
Event2026-03-31
Filed2026-04-22
VB
-4.74%VANGUARD INDEX FDS
Shares3.0K
Event2026-03-31
Filed2026-04-22
AGG
2.68%ISHARES TR
Shares7.9K
Event2026-03-31
Filed2026-04-22
FOCT
0.00%FIRST TR EXCHNG TRADED FD VI
Shares15.7K
Event2026-03-31
Filed2026-04-22
VXUS
-17.28%VANGUARD STAR FDS
Shares9.5K
Event2026-03-31
Filed2026-04-22
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL
Shares1
Event2026-03-31
Filed2026-04-22
MDYV
-0.99%SPDR SERIES TRUST
Shares7.8K
Event2026-03-31
Filed2026-04-22
SCHG
-20.33%SCHWAB STRATEGIC TR
Shares22.4K
Event2026-03-31
Filed2026-04-22
MDYG
-0.88%SPDR SERIES TRUST
Shares5.7K
Event2026-03-31
Filed2026-04-22
VEA
-33.76%VANGUARD TAX-MANAGED FDS
Shares8.1K
Event2026-03-31
Filed2026-04-22
XLK
-38.55%SELECT SECTOR SPDR TR
Shares3.9K
Event2026-03-31
Filed2026-04-22
VUG
-30.38%VANGUARD INDEX FDS
Shares1.2K
Event2026-03-31
Filed2026-04-22
SFLR
-4.45%INNOVATOR ETFS TRUST
Shares13.9K
Event2026-03-31
Filed2026-04-22
FENY
-0.11%FIDELITY COVINGTON TRUST
Shares13.2K
Event2026-03-31
Filed2026-04-22
DLS
-2.72%WISDOMTREE TR
Shares5.4K
Event2026-03-31
Filed2026-04-22
PYLD
-2.35%PIMCO ETF TR
Shares15.6K
Event2026-03-31
Filed2026-04-22
XLF
-29.41%SELECT SECTOR SPDR TR
Shares8.3K
Event2026-03-31
Filed2026-04-22
SPDW
1.66%SPDR INDEX SHS FDS
Shares9.0K
Event2026-03-31
Filed2026-04-22
VTWV
1.77%VANGUARD SCOTTSDALE FDS
Shares2.4K
Event2026-03-31
Filed2026-04-22
KVLE
-17.32%KRANESHARES TRUST
Shares16.1K
Event2026-03-31
Filed2026-04-22
IJH
21.70%ISHARES TR
Shares5.9K
Event2026-03-31
Filed2026-04-22
EES
-5.38%WISDOMTREE TR
Shares6.7K
Event2026-03-31
Filed2026-04-22
ACWV
-4.58%ISHARES INC
Shares3.2K
Event2026-03-31
Filed2026-04-22
NULG
-8.47%NUSHARES ETF TR
Shares4.1K
Event2026-03-31
Filed2026-04-22
VTWG
2.24%VANGUARD SCOTTSDALE FDS
Shares1.6K
Event2026-03-31
Filed2026-04-22
IGIB
-11.99%ISHARES TR
Shares6.7K
Event2026-03-31
Filed2026-04-22
IAGG
-10.44%ISHARES TR
Shares7.1K
Event2026-03-31
Filed2026-04-22
IVV
-38.04%ISHARES TR
Shares531
Event2026-03-31
Filed2026-04-22
GLDM
NewWORLD GOLD TR
Shares3.6K
Event2026-03-31
Filed2026-04-22
JIG
-16.35%J P MORGAN EXCHANGE TRADED F
Shares4.4K
Event2026-03-31
Filed2026-04-22
DFSU
-8.48%DIMENSIONAL ETF TRUST
Shares7.8K
Event2026-03-31
Filed2026-04-22
NOCT
-4.45%INNOVATOR ETFS TRUST
Shares5.5K
Event2026-03-31
Filed2026-04-22
NVDA
-9.93%NVIDIA CORPORATION
Shares1.8K
Event2026-03-31
Filed2026-04-22
BBBI
-1.05%BONDBLOXX ETF TRUST
Shares5.9K
Event2026-03-31
Filed2026-04-22
ALPHABET INC
4.42%ALPHABET INC
Shares1.0K
Event2026-03-31
Filed2026-04-22
DFUV
2.61%DIMENSIONAL ETF TRUST
Shares6.1K
Event2026-03-31
Filed2026-04-22
BAI
-19.06%BLACKROCK ETF TRUST
Shares9.0K
Event2026-03-31
Filed2026-04-22
BBCB
-1.47%J P MORGAN EXCHANGE TRADED F
Shares6.5K
Event2026-03-31
Filed2026-04-22
OEF
54.08%ISHARES TR
Shares926
Event2026-03-31
Filed2026-04-22
BDVL
NewBLACKROCK ETF TRUST
Shares11.8K
Event2026-03-31
Filed2026-04-22
PICB
-1.04%INVESCO EXCH TRADED FD TR II
Shares12.5K
Event2026-03-31
Filed2026-04-22
VOT
-23.15%VANGUARD INDEX FDS
Shares1.1K
Event2026-03-31
Filed2026-04-22
DFEM
5.10%DIMENSIONAL ETF TRUST
Shares8.1K
Event2026-03-31
Filed2026-04-22
MSFT
18.43%MICROSOFT CORP
Shares739
Event2026-03-31
Filed2026-04-22
IGF
-16.90%ISHARES TR
Shares4.1K
Event2026-03-31
Filed2026-04-22
IEUR
-19.03%ISHARES TR
Shares3.9K
Event2026-03-31
Filed2026-04-22
NUSC
-8.54%NUSHARES ETF TR
Shares5.9K
Event2026-03-31
Filed2026-04-22
IOCT
-4.49%INNOVATOR ETFS TRUST
Shares7.5K
Event2026-03-31
Filed2026-04-22
EFV
-11.17%ISHARES TR
Shares3.5K
Event2026-03-31
Filed2026-04-22
ESGE
-10.19%ISHARES INC
Shares5.7K
Event2026-03-31
Filed2026-04-22
SCHE
12.52%SCHWAB STRATEGIC TR
Shares7.7K
Event2026-03-31
Filed2026-04-22
VNQI
-0.58%VANGUARD INTL EQUITY INDEX F
Shares5.7K
Event2026-03-31
Filed2026-04-22
QLC
-4.50%FLEXSHARES TR
Shares3.2K
Event2026-03-31
Filed2026-04-22
BNDX
-30.53%VANGUARD CHARLOTTE FDS
Shares5.2K
Event2026-03-31
Filed2026-04-22
IWS
-1.74%ISHARES TR
Shares1.7K
Event2026-03-31
Filed2026-04-22
EWJ
10.52%ISHARES INC
Shares2.9K
Event2026-03-31
Filed2026-04-22
XLI
-31.64%SELECT SECTOR SPDR TR
Shares1.5K
Event2026-03-31
Filed2026-04-22
DMXF
NewISHARES TR
Shares3.1K
Event2026-03-31
Filed2026-04-22
IUSB
-48.76%ISHARES TR
Shares5.0K
Event2026-03-31
Filed2026-04-22
SSUS
0.00%STRATEGY SHS
Shares4.9K
Event2026-03-31
Filed2026-04-22
JMST
2.11%J P MORGAN EXCHANGE TRADED F
Shares4.4K
Event2026-03-31
Filed2026-04-22
VGLT
-1.16%VANGUARD SCOTTSDALE FDS
Shares3.9K
Event2026-03-31
Filed2026-04-22
XLV
-43.04%SELECT SECTOR SPDR TR
Shares1.4K
Event2026-03-31
Filed2026-04-22
VMBS
-12.11%VANGUARD SCOTTSDALE FDS
Shares4.5K
Event2026-03-31
Filed2026-04-22
LCTU
-6.24%BLACKROCK ETF TRUST
Shares2.9K
Event2026-03-31
Filed2026-04-22
MTUM
-7.33%ISHARES TR
Shares835
Event2026-03-31
Filed2026-04-22
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available