The Analysis of Freedom Investment Management, Inc.'s Holdings
Currently, Freedom Investment Management, Inc. holds 140 types of securities in its portfolio with a total value $378.3M. In the most recent quarter, they have increased their positions in BRK.A (+2 shares, valued at $1.5M), FOCT (+15.7K shares, valued at $747.8K), BAI (+15.4K shares, valued at $526.3K); decreased their positions in SPY (-92.7K shares, valued at $61.8M), BIL (-249.4K shares, valued at $22.9M), IEFA (-239.3K shares, valued at $20.9M); initiated new positions in BRK.A (+2 shares, valued at $1.5M), FOCT (+15.7K shares, valued at $747.8K), BAI (+15.4K shares, valued at $526.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DUHP DIMENSIONAL ETF TRUST1.5M shares-8.20%2025-09-302025-11-14
DFUS DIMENSIONAL ETF TRUST625.1K shares-6.06%2025-09-302025-11-14 DFIC DIMENSIONAL ETF TRUST993.2K shares-2.90%2025-09-302025-11-14 VTV VANGUARD INDEX FDS168.3K shares-4.53%2025-09-302025-11-14 EZM WISDOMTREE TR312.5K shares-4.12%2025-09-302025-11-14 DFAE DIMENSIONAL ETF TRUST602.5K shares-3.58%2025-09-302025-11-14 AVDS AMERICAN CENTY ETF TR241.5K shares-6.92%2025-09-302025-11-14 IVLU ISHARES TR363.0K shares-0.32%2025-09-302025-11-14 DFEV DIMENSIONAL ETF TRUST390.0K shares-3.42%2025-09-302025-11-14 DFSV DIMENSIONAL ETF TRUST316.1K shares-7.20%2025-09-302025-11-14 AVSC AMERICAN CENTY ETF TR175.3K shares-9.91%2025-09-302025-11-14 BOND PIMCO ETF TR102.5K shares-40.35%2025-09-302025-11-14 SPYV SPDR SERIES TRUST64.5K shares-44.39%2025-09-302025-11-14 AGGY WISDOMTREE TR74.3K shares-30.88%2025-09-302025-11-14 DFAT DIMENSIONAL ETF TRUST55.4K shares-1.98%2025-09-302025-11-14 DFAS DIMENSIONAL ETF TRUST46.8K shares-2.11%2025-09-302025-11-14 BAB INVESCO EXCH TRADED FD TR II117.1K shares-31.78%2025-09-302025-11-14 XLK SELECT SECTOR SPDR TR10.0K shares-71.69%2025-09-302025-11-14 AAPL APPLE INC10.9K shares-79.60%2025-09-302025-11-14 SPYG SPDR SERIES TRUST24.9K shares-81.29%2025-09-302025-11-14 KVLE KRANESHARES TRUST80.3K shares28.08%2025-09-302025-11-14 VOO VANGUARD INDEX FDS3.5K shares-20.17%2025-09-302025-11-14 DFAC DIMENSIONAL ETF TRUST54.8K shares-4.43%2025-09-302025-11-14 JHMM JOHN HANCOCK EXCHANGE TRADED31.6K shares-44.57%2025-09-302025-11-14 DFIV DIMENSIONAL ETF TRUST43.4K shares-29.81%2025-09-302025-11-14 DIHP DIMENSIONAL ETF TRUST62.5K shares-47.84%2025-09-302025-11-14 JMUB J P MORGAN EXCHANGE TRADED F36.6K shares-39.45%2025-09-302025-11-14 BSV VANGUARD BD INDEX FDS22.0K shares-30.97%2025-09-302025-11-14 BRK.A BERKSHIRE HATHAWAY INC DEL2 sharesnew addition2025-09-302025-11-14 RVNU DBX ETF TR60.7K shares-41.56%2025-09-302025-11-14 VONV VANGUARD SCOTTSDALE FDS16.6K shares-82.65%2025-09-302025-11-14 XLF SELECT SECTOR SPDR TR26.9K shares-83.68%2025-09-302025-11-14 VTEI VANGUARD MUN BD FDS14.4K shares0.67%2025-09-302025-11-14 XLC SELECT SECTOR SPDR TR11.9K shares-77.26%2025-09-302025-11-14 SPY SPDR S&P 500 ETF TR1.9K shares-98.02%2025-09-302025-11-14 XLV SELECT SECTOR SPDR TR8.1K shares-83.70%2025-09-302025-11-14 XLY SELECT SECTOR SPDR TR4.6K shares-81.61%2025-09-302025-11-14 VONG VANGUARD SCOTTSDALE FDS8.6K shares-91.60%2025-09-302025-11-14 NVDA NVIDIA CORPORATION5.6K shares-93.02%2025-09-302025-11-14 IEFA ISHARES TR11.7K shares-95.33%2025-09-302025-11-14 FFEB FIRST TR EXCHNG TRADED FD VI18.5K shares-49.33%2025-09-302025-11-14 DCOR DIMENSIONAL ETF TRUST14.0K shares-7.07%2025-09-302025-11-14 XLI SELECT SECTOR SPDR TR6.5K shares-36.80%2025-09-302025-11-14 NULG NUSHARES ETF TR9.7K shares-33.31%2025-09-302025-11-14 BOTZ GLOBAL X FDS26.7K shares-21.79%2025-09-302025-11-14 FMB FIRST TR EXCH TRADED FD III18.1K shares-39.39%2025-09-302025-11-14 SCHG SCHWAB STRATEGIC TR28.7K shares-87.40%2025-09-302025-11-14 SLYV SPDR SERIES TRUST10.0K shares-51.56%2025-09-302025-11-14 VXUS VANGUARD STAR FDS11.4K shares-11.51%2025-09-302025-11-14 IVV ISHARES TR1.2K shares-89.39%2025-09-302025-11-14 SLYG SPDR SERIES TRUST8.6K shares-45.67%2025-09-302025-11-14 VUG VANGUARD INDEX FDS1.7K shares-68.30%2025-09-302025-11-14 VB VANGUARD INDEX FDS3.1K shares-37.13%2025-09-302025-11-14 JIG J P MORGAN EXCHANGE TRADED F10.3K shares-36.82%2025-09-302025-11-14 AGG ISHARES TR7.5K shares-96.11%2025-09-302025-11-14 KRMA GLOBAL X FDS17.4K shares-32.72%2025-09-302025-11-14 DFAX DIMENSIONAL ETF TRUST23.9K shares-3.11%2025-09-302025-11-14 FOCT FIRST TR EXCHNG TRADED FD VI15.7K sharesnew addition2025-09-302025-11-14 VOT VANGUARD INDEX FDS2.5K shares-34.71%2025-09-302025-11-14 VEA VANGUARD TAX-MANAGED FDS12.3K shares-76.39%2025-09-302025-11-14 PHO INVESCO EXCHANGE TRADED FD T10.1K shares-23.08%2025-09-302025-11-14 XLP SELECT SECTOR SPDR TR8.3K shares-81.46%2025-09-302025-11-14 MDYV SPDR SERIES TRUST7.7K shares-87.15%2025-09-302025-11-14 SFLR INNOVATOR ETFS TRUST17.5K shares-49.35%2025-09-302025-11-14 MSFT MICROSOFT CORP1.2K shares-94.92%2025-09-302025-11-14 QUAL ISHARES TR3.0K shares-88.51%2025-09-302025-11-14 XLU SELECT SECTOR SPDR TR6.5K shares-58.88%2025-09-302025-11-14 XLB SELECT SECTOR SPDR TR6.3K shares-67.56%2025-09-302025-11-14 NUSC NUSHARES ETF TR12.6K shares-33.37%2025-09-302025-11-14 XLE SELECT SECTOR SPDR TR6.2K shares-67.71%2025-09-302025-11-14 BAI BLACKROCK ETF TRUST15.4K sharesnew addition2025-09-302025-11-14 BDYN BLACKROCK ETF TRUST20.6K sharesnew addition2025-09-302025-11-14 XLRE SELECT SECTOR SPDR TR12.3K shares-58.24%2025-09-302025-11-14 MDYG SPDR SERIES TRUST5.6K shares-61.42%2025-09-302025-11-14 QQQ INVESCO QQQ TR821 shares-74.13%2025-09-302025-11-14 IUSB ISHARES TR10.5K shares-75.74%2025-09-302025-11-14 JMST J P MORGAN EXCHANGE TRADED F9.4K shares-78.23%2025-09-302025-11-14 GOOGL ALPHABET INC2.0K shares-96.08%2025-09-302025-11-14 DMXF ISHARES TR6.2K shares-42.58%2025-09-302025-11-14 ESGE ISHARES INC10.7K shares-42.31%2025-09-302025-11-14 GOOG ALPHABET INC1.9K shares-74.79%2025-09-302025-11-14 DLS WISDOMTREE TR5.5K sharesnew addition2025-09-302025-11-14 GWX SPDR INDEX SHS FDS10.9K shares-43.27%2025-09-302025-11-14 BUG GLOBAL X FDS12.4K shares0.84%2025-09-302025-11-14 IAGG ISHARES TR8.4K shares-94.08%2025-09-302025-11-14 ORCL ORACLE CORP1.5K shares-80.32%2025-09-302025-11-14 PYLD PIMCO ETF TR15.4K shares-80.87%2025-09-302025-11-14 IGIB ISHARES TR7.6K shares-81.17%2025-09-302025-11-14 IGF ISHARES TR6.6K shares-22.14%2025-09-302025-11-14 CLOU GLOBAL X FDS17.1K shares0.91%2025-09-302025-11-14 EES WISDOMTREE TR7.0K shares41.88%2025-09-302025-11-14 IWM ISHARES TR1.6K shares-61.86%2025-09-302025-11-14 BIL SPDR SERIES TRUST4.2K shares-98.36%2025-09-302025-11-14 IVW ISHARES TR3.1K shares-77.64%2025-09-302025-11-14 BNDX VANGUARD CHARLOTTE FDS7.6K shares-88.15%2025-09-302025-11-14 THRO BLACKROCK ETF TRUST9.8K shares-40.70%2025-09-302025-11-14 VTWV VANGUARD SCOTTSDALE FDS2.4K shares-49.11%2025-09-302025-11-14 VTWG VANGUARD SCOTTSDALE FDS1.6K shares-41.45%2025-09-302025-11-14 DYNF BLACKROCK ETF TRUST6.1K shares-77.24%2025-09-302025-11-14 AMZN AMAZON COM INC1.6K shares-95.55%2025-09-302025-11-14 IEUR ISHARES TR5.2K shares-87.92%2025-09-302025-11-14 MUB ISHARES TR3.3K shares-55.34%2025-09-302025-11-14 SPDW SPDR INDEX SHS FDS8.2K shares-72.58%2025-09-302025-11-14 EFV ISHARES TR5.1K shares-76.89%2025-09-302025-11-14 EBIZ GLOBAL X FDS9.8K shares0.86%2025-09-302025-11-14 IJH ISHARES TR5.1K shares-97.89%2025-09-302025-11-14 NFEB INNOVATOR ETFS TRUST12.2K shares-49.32%2025-09-302025-11-14 FENY FIDELITY COVINGTON TRUST13.3K shares-77.31%2025-09-302025-11-14 AVEM AMERICAN CENTY ETF TR4.2K shares-44.77%2025-09-302025-11-14 META META PLATFORMS INC429 shares-95.73%2025-09-302025-11-14 ACWV ISHARES INC2.6K shares-49.47%2025-09-302025-11-14 BBBI BONDBLOXX ETF TRUST5.9K shares-83.43%2025-09-302025-11-14 QQQM INVESCO EXCH TRADED FD TR II1.2K shares-96.74%2025-09-302025-11-14 BBCB J P MORGAN EXCHANGE TRADED F6.5K shares-82.99%2025-09-302025-11-14 V VISA INC879 shares-88.85%2025-09-302025-11-14 PICB INVESCO EXCH TRADED FD TR II12.5K shares-82.73%2025-09-302025-11-14 VTI VANGUARD INDEX FDS868 shares-38.92%2025-09-302025-11-14 VWO VANGUARD INTL EQUITY INDEX F5.2K shares-82.09%2025-09-302025-11-14 LCTU BLACKROCK ETF TRUST3.8K shares-52.61%2025-09-302025-11-14 VNQI VANGUARD INTL EQUITY INDEX F5.7K shares-83.47%2025-09-302025-11-14 GBIL GOLDMAN SACHS ETF TR2.7K shares0.34%2025-09-302025-11-14 IJAN INNOVATOR ETFS TRUST7.6K shares-49.33%2025-09-302025-11-14 DFUV DIMENSIONAL ETF TRUST6.0K shares-88.38%2025-09-302025-11-14 IWS ISHARES TR1.8K shares-88.00%2025-09-302025-11-14 DFEM DIMENSIONAL ETF TRUST7.5K shares-29.76%2025-09-302025-11-14 SSUS STRATEGY SHS4.9K shares-93.36%2025-09-302025-11-14 MCK MCKESSON CORP307 shares-29.59%2025-09-302025-11-14 USXF ISHARES TR4.1K shares-52.62%2025-09-302025-11-14 BKNG BOOKING HOLDINGS INC42 shares-83.27%2025-09-302025-11-14 VMBS VANGUARD SCOTTSDALE FDS4.8K shares-96.90%2025-09-302025-11-14 IJT ISHARES TR1.6K shares-59.81%2025-09-302025-11-14 INTU INTUIT329 shares-87.16%2025-09-302025-11-14 IWP ISHARES TR1.6K shares-56.76%2025-09-302025-11-14 VGLT VANGUARD SCOTTSDALE FDS3.9K shares-83.28%2025-09-302025-11-14 IAU ISHARES GOLD TR3.0K shares-88.57%2025-09-302025-11-14 SYK STRYKER CORPORATION592 shares-88.44%2025-09-302025-11-14 IEMG ISHARES INC3.3K shares-77.56%2025-09-302025-11-14 PINK SIMPLIFY EXCHANGE TRADED FUN6.8K shares-34.28%2025-09-302025-11-14 IVE ISHARES TR1.0K shares-82.07%2025-09-302025-11-14 MTUM ISHARES TR795 shares-79.03%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available