13F Filings for FORM Wealth Advisors, LLC (CIK: 2053294)
View the most recent portfolio holdings disclosed by FORM Wealth Advisors, LLC in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| IVV - ISHARES TR(Class: CORE SP500 ETF) | 293.42K | $182.19M | 22.04% | Increased | 43.25K (17.0%, $41.61M) |
| DYNF - BLACKROCK ETF TRUST(Class: ISHARES US EQUIT) | 2.29M | $124.46M | 15.06% | Increased | 733.15K (47.0%, $48.77M) |
| N/A - ISHARES TR(Class: CORE MSCI EAFE) | 1.45M | $121.06M | 14.65% | Decreased | 149.85K (9.0%, $18.26K) |
| AGG - ISHARES TR(Class: CORE US AGGBD ET) | 816.30K | $80.98M | 9.80% | Decreased | 113.40K (12.0%, $10.99M) |
| QQQ - INVESCO QQQ TR(Class: UNIT SER 1) | 81.19K | $44.79M | 5.42% | Increased | 10.17K (14.0%, $11.49M) |
| IJH - ISHARES TR(Class: CORE SP MCP ETF) | 708.89K | $43.97M | 5.32% | Increased | 70.61K (11.0%, $6.72M) |
| DGRO - ISHARES TR(Class: CORE DIV GRWTH) | 621.52K | $39.74M | 4.81% | Decreased | 42.76K (6.0%, $1.30M) |
| IEMG - ISHARES INC(Class: CORE MSCI EMKT) | 564.86K | $33.91M | 4.10% | Increased | 48.49K (9.0%, $6.04M) |
| EMXC - ISHARES INC(Class: MSCI EMRG CHN) | 410.17K | $25.90M | 3.13% | Increased | 5.88K (1.0%, $3.63M) |
| IJR - ISHARES TR(Class: CORE SP SCP ETF) | 225.92K | $24.69M | 2.99% | Increased | 38.47K (20.0%, $5.09M) |
| IEF - ISHARES TR(Class: 7-10 YR TRSY BD) | 228.35K | $21.87M | 2.65% | Increased | 18.74K (8.0%, $1.88M) |
| TLT - ISHARES TR(Class: 20 YR TR BD ETF) | 148.75K | $13.13M | 1.59% | Increased | 48.55K (48.0%, $4.01M) |
| N/A - ISHARES TR(Class: BROAD USD HIGH) | 272.99K | $10.24M | 1.24% | Decreased | 119.90K (30.0%, $4.22M) |
| BKLN - INVESCO EXCH TRADED FD TR II(Class: SR LN ETF) | 488.92K | $10.23M | 1.24% | Decreased | 171.37K (25.0%, $3.44M) |
| JAAA - JANUS DETROIT STR TR(Class: HENDRSON AAA CL) | 143.82K | $7.30M | 0.88% | Decreased | 162.82K (53.0%, $8.25M) |
| EMB - ISHARES TR(Class: JPMORGAN USD EMG) | 63.07K | $5.84M | 0.71% | New | 63.07K ($5.84M) |
| IVW - ISHARES TR(Class: SP 500 GRWT ETF) | 30.45K | $3.35M | 0.41% | Increased | 1K (3.0%, $619.04K) |
| IVE - ISHARES TR(Class: SP 500 VAL ETF) | 16.88K | $3.30M | 0.40% | Increased | 835 (5.0%, $240.76K) |
| AAPL - APPLE INC(Class: COM) | 13.38K | $2.75M | 0.33% | Increased | 194 (1.0%, $183.83K) |
| N/A - ISHARES TR(Class: MSCI USA MIN VOL) | 27.91K | $2.62M | 0.32% | Decreased | 202.87K (87.0%, $18.99M) |
| BRK.B - BERKSHIRE HATHAWAY INC DEL(Class: CL B NEW) | 3.54K | $1.72M | 0.21% | Decreased | 10 (0.0%, $171.17K) |
| MSFT - MICROSOFT CORP(Class: COM) | 3.38K | $1.68M | 0.20% | Increased | 133 (4.0%, $462.09K) |
| ABBV - ABBVIE INC(Class: COM) | 8.86K | $1.65M | 0.20% | Decreased | 146 (1.0%, $242.43K) |
| JPM - JPMORGAN CHASE CO.(Class: COM) | 5.34K | $1.55M | 0.19% | Increased | 228 (4.0%, $294.23K) |
| GE - GE AEROSPACE(Class: COM NEW) | 5.77K | $1.49M | 0.18% | Increased | 1 (0.0%, $330.60K) |