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%
Stock Holdings
DUHP
DIMENSIONAL ETF TRUST
-14.08%
Shares1.2M
Event2026-03-31
Filed2026-04-22
DFUS
DIMENSIONAL ETF TRUST
-11.85%
Shares512.6K
Event2026-03-31
Filed2026-04-22
DFIC
DIMENSIONAL ETF TRUST
-6.93%
Shares872.8K
Event2026-03-31
Filed2026-04-22
VTV
VANGUARD INDEX FDS
-4.86%
Shares151.6K
Event2026-03-31
Filed2026-04-22
EZM
WISDOMTREE TR
-2.48%
Shares294.0K
Event2026-03-31
Filed2026-04-22
DFAE
DIMENSIONAL ETF TRUST
-4.97%
Shares515.4K
Event2026-03-31
Filed2026-04-22
AVDS
AMERICAN CENTY ETF TR
-9.61%
Shares205.2K
Event2026-03-31
Filed2026-04-22
IVLU
ISHARES TR
-4.22%
Shares325.5K
Event2026-03-31
Filed2026-04-22
REET
ISHARES TR
New
Shares469.1K
Event2026-03-31
Filed2026-04-22
DFSV
DIMENSIONAL ETF TRUST
-5.98%
Shares288.2K
Event2026-03-31
Filed2026-04-22
AVSC
AMERICAN CENTY ETF TR
-3.05%
Shares161.2K
Event2026-03-31
Filed2026-04-22
BOND
PIMCO ETF TR
15.49%
Shares102.2K
Event2026-03-31
Filed2026-04-22
DFEV
DIMENSIONAL ETF TRUST
-26.69%
Shares257.4K
Event2026-03-31
Filed2026-04-22
GLOBAL X FDS
GLOBAL X FDS
New
Shares161.7K
Event2026-03-31
Filed2026-04-22
SPYV
SPDR SERIES TRUST
3.96%
Shares69.7K
Event2026-03-31
Filed2026-04-22
DFAT
DIMENSIONAL ETF TRUST
-1.51%
Shares54.4K
Event2026-03-31
Filed2026-04-22
DFAS
DIMENSIONAL ETF TRUST
-1.49%
Shares45.9K
Event2026-03-31
Filed2026-04-22
AGGY
WISDOMTREE TR
14.85%
Shares73.8K
Event2026-03-31
Filed2026-04-22
BAB
INVESCO EXCH TRADED FD TR II
14.66%
Shares115.8K
Event2026-03-31
Filed2026-04-22
SPYG
SPDR SERIES TRUST
0.62%
Shares25.7K
Event2026-03-31
Filed2026-04-22
DFAC
DIMENSIONAL ETF TRUST
6.34%
Shares60.1K
Event2026-03-31
Filed2026-04-22
DFIV
DIMENSIONAL ETF TRUST
-1.93%
Shares42.5K
Event2026-03-31
Filed2026-04-22
AAPL
APPLE INC
0.70%
Shares8.8K
Event2026-03-31
Filed2026-04-22
JHMM
JOHN HANCOCK EXCHANGE TRADED
-0.03%
Shares31.5K
Event2026-03-31
Filed2026-04-22
VANGUARD INDEX FDS
VANGUARD INDEX FDS
0.37%
Shares3.5K
Event2026-03-31
Filed2026-04-22
DIHP
DIMENSIONAL ETF TRUST
0.56%
Shares62.8K
Event2026-03-31
Filed2026-04-22
BSV
VANGUARD BD INDEX FDS
-4.83%
Shares21.1K
Event2026-03-31
Filed2026-04-22
VONV
VANGUARD SCOTTSDALE FDS
5.93%
Shares17.4K
Event2026-03-31
Filed2026-04-22
JMUB
J P MORGAN EXCHANGE TRADED F
3.92%
Shares30.7K
Event2026-03-31
Filed2026-04-22
VTEI
VANGUARD MUN BD FDS
0.55%
Shares14.6K
Event2026-03-31
Filed2026-04-22
MINO
PIMCO ETF TR
4.44%
Shares29.9K
Event2026-03-31
Filed2026-04-22
SPY
STATE STR SPDR S&P 500 ETF T
13.43%
Shares1.9K
Event2026-03-31
Filed2026-04-22
IEFA
ISHARES TR
0.12%
Shares12.0K
Event2026-03-31
Filed2026-04-22
DCOR
DIMENSIONAL ETF TRUST
-1.49%
Shares13.9K
Event2026-03-31
Filed2026-04-22
BDYN
BLACKROCK ETF TRUST
-3.57%
Shares40.4K
Event2026-03-31
Filed2026-04-22
SLYV
SPDR SERIES TRUST
1.88%
Shares10.3K
Event2026-03-31
Filed2026-04-22
VONG
VANGUARD SCOTTSDALE FDS
-3.01%
Shares8.1K
Event2026-03-31
Filed2026-04-22
SLYG
SPDR SERIES TRUST
2.34%
Shares8.9K
Event2026-03-31
Filed2026-04-22
RVNU
DBX ETF TR
4.04%
Shares34.8K
Event2026-03-31
Filed2026-04-22
PNOV
INNOVATOR ETFS TRUST
-4.47%
Shares20.0K
Event2026-03-31
Filed2026-04-22
DFAX
DIMENSIONAL ETF TRUST
0.60%
Shares24.0K
Event2026-03-31
Filed2026-04-22
VB
VANGUARD INDEX FDS
-4.74%
Shares3.0K
Event2026-03-31
Filed2026-04-22
AGG
ISHARES TR
2.68%
Shares7.9K
Event2026-03-31
Filed2026-04-22
FOCT
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares15.7K
Event2026-03-31
Filed2026-04-22
VXUS
VANGUARD STAR FDS
-17.28%
Shares9.5K
Event2026-03-31
Filed2026-04-22
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares1
Event2026-03-31
Filed2026-04-22
MDYV
SPDR SERIES TRUST
-0.99%
Shares7.8K
Event2026-03-31
Filed2026-04-22
SCHG
SCHWAB STRATEGIC TR
-20.33%
Shares22.4K
Event2026-03-31
Filed2026-04-22
MDYG
SPDR SERIES TRUST
-0.88%
Shares5.7K
Event2026-03-31
Filed2026-04-22
VEA
VANGUARD TAX-MANAGED FDS
-33.76%
Shares8.1K
Event2026-03-31
Filed2026-04-22
XLK
SELECT SECTOR SPDR TR
-38.55%
Shares3.9K
Event2026-03-31
Filed2026-04-22
VUG
VANGUARD INDEX FDS
-30.38%
Shares1.2K
Event2026-03-31
Filed2026-04-22
SFLR
INNOVATOR ETFS TRUST
-4.45%
Shares13.9K
Event2026-03-31
Filed2026-04-22
FENY
FIDELITY COVINGTON TRUST
-0.11%
Shares13.2K
Event2026-03-31
Filed2026-04-22
DLS
WISDOMTREE TR
-2.72%
Shares5.4K
Event2026-03-31
Filed2026-04-22
PYLD
PIMCO ETF TR
-2.35%
Shares15.6K
Event2026-03-31
Filed2026-04-22
XLF
SELECT SECTOR SPDR TR
-29.41%
Shares8.3K
Event2026-03-31
Filed2026-04-22
SPDW
SPDR INDEX SHS FDS
1.66%
Shares9.0K
Event2026-03-31
Filed2026-04-22
VTWV
VANGUARD SCOTTSDALE FDS
1.77%
Shares2.4K
Event2026-03-31
Filed2026-04-22
KVLE
KRANESHARES TRUST
-17.32%
Shares16.1K
Event2026-03-31
Filed2026-04-22
IJH
ISHARES TR
21.70%
Shares5.9K
Event2026-03-31
Filed2026-04-22
EES
WISDOMTREE TR
-5.38%
Shares6.7K
Event2026-03-31
Filed2026-04-22
ACWV
ISHARES INC
-4.58%
Shares3.2K
Event2026-03-31
Filed2026-04-22
NULG
NUSHARES ETF TR
-8.47%
Shares4.1K
Event2026-03-31
Filed2026-04-22
VTWG
VANGUARD SCOTTSDALE FDS
2.24%
Shares1.6K
Event2026-03-31
Filed2026-04-22
IGIB
ISHARES TR
-11.99%
Shares6.7K
Event2026-03-31
Filed2026-04-22
IAGG
ISHARES TR
-10.44%
Shares7.1K
Event2026-03-31
Filed2026-04-22
IVV
ISHARES TR
-38.04%
Shares531
Event2026-03-31
Filed2026-04-22
GLDM
WORLD GOLD TR
New
Shares3.6K
Event2026-03-31
Filed2026-04-22
JIG
J P MORGAN EXCHANGE TRADED F
-16.35%
Shares4.4K
Event2026-03-31
Filed2026-04-22
DFSU
DIMENSIONAL ETF TRUST
-8.48%
Shares7.8K
Event2026-03-31
Filed2026-04-22
NOCT
INNOVATOR ETFS TRUST
-4.45%
Shares5.5K
Event2026-03-31
Filed2026-04-22
NVDA
NVIDIA CORPORATION
-9.93%
Shares1.8K
Event2026-03-31
Filed2026-04-22
BBBI
BONDBLOXX ETF TRUST
-1.05%
Shares5.9K
Event2026-03-31
Filed2026-04-22
ALPHABET INC
ALPHABET INC
4.42%
Shares1.0K
Event2026-03-31
Filed2026-04-22
DFUV
DIMENSIONAL ETF TRUST
2.61%
Shares6.1K
Event2026-03-31
Filed2026-04-22
BAI
BLACKROCK ETF TRUST
-19.06%
Shares9.0K
Event2026-03-31
Filed2026-04-22
BBCB
J P MORGAN EXCHANGE TRADED F
-1.47%
Shares6.5K
Event2026-03-31
Filed2026-04-22
OEF
ISHARES TR
54.08%
Shares926
Event2026-03-31
Filed2026-04-22
BDVL
BLACKROCK ETF TRUST
New
Shares11.8K
Event2026-03-31
Filed2026-04-22
PICB
INVESCO EXCH TRADED FD TR II
-1.04%
Shares12.5K
Event2026-03-31
Filed2026-04-22
VOT
VANGUARD INDEX FDS
-23.15%
Shares1.1K
Event2026-03-31
Filed2026-04-22
DFEM
DIMENSIONAL ETF TRUST
5.10%
Shares8.1K
Event2026-03-31
Filed2026-04-22
MSFT
MICROSOFT CORP
18.43%
Shares739
Event2026-03-31
Filed2026-04-22
IGF
ISHARES TR
-16.90%
Shares4.1K
Event2026-03-31
Filed2026-04-22
IEUR
ISHARES TR
-19.03%
Shares3.9K
Event2026-03-31
Filed2026-04-22
NUSC
NUSHARES ETF TR
-8.54%
Shares5.9K
Event2026-03-31
Filed2026-04-22
IOCT
INNOVATOR ETFS TRUST
-4.49%
Shares7.5K
Event2026-03-31
Filed2026-04-22
EFV
ISHARES TR
-11.17%
Shares3.5K
Event2026-03-31
Filed2026-04-22
ESGE
ISHARES INC
-10.19%
Shares5.7K
Event2026-03-31
Filed2026-04-22
SCHE
SCHWAB STRATEGIC TR
12.52%
Shares7.7K
Event2026-03-31
Filed2026-04-22
VNQI
VANGUARD INTL EQUITY INDEX F
-0.58%
Shares5.7K
Event2026-03-31
Filed2026-04-22
QLC
FLEXSHARES TR
-4.50%
Shares3.2K
Event2026-03-31
Filed2026-04-22
BNDX
VANGUARD CHARLOTTE FDS
-30.53%
Shares5.2K
Event2026-03-31
Filed2026-04-22
IWS
ISHARES TR
-1.74%
Shares1.7K
Event2026-03-31
Filed2026-04-22
EWJ
ISHARES INC
10.52%
Shares2.9K
Event2026-03-31
Filed2026-04-22
XLI
SELECT SECTOR SPDR TR
-31.64%
Shares1.5K
Event2026-03-31
Filed2026-04-22
DMXF
ISHARES TR
New
Shares3.1K
Event2026-03-31
Filed2026-04-22
IUSB
ISHARES TR
-48.76%
Shares5.0K
Event2026-03-31
Filed2026-04-22
SSUS
STRATEGY SHS
0.00%
Shares4.9K
Event2026-03-31
Filed2026-04-22
JMST
J P MORGAN EXCHANGE TRADED F
2.11%
Shares4.4K
Event2026-03-31
Filed2026-04-22
VGLT
VANGUARD SCOTTSDALE FDS
-1.16%
Shares3.9K
Event2026-03-31
Filed2026-04-22
XLV
SELECT SECTOR SPDR TR
-43.04%
Shares1.4K
Event2026-03-31
Filed2026-04-22
VMBS
VANGUARD SCOTTSDALE FDS
-12.11%
Shares4.5K
Event2026-03-31
Filed2026-04-22
LCTU
BLACKROCK ETF TRUST
-6.24%
Shares2.9K
Event2026-03-31
Filed2026-04-22
MTUM
ISHARES TR
-7.33%
Shares835
Event2026-03-31
Filed2026-04-22

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Freedom Investment Management, Inc. Institutional Holdings, Portfolio & P&L β€” TradeFomo