Freedom Investment Management, Inc.
106 holdingsFiling period: 2026-06-30Current AUM: $359.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DUHP | Dimensional ETF Trust | 1.12M | $46.9M | $47.7M | 13.27% | -61,856 | 2026-06-30 |
| 2 | DFUS | Dimensional ETF Trust | 486.5K | $39.9M | $40.5M | 11.28% | -26,075 | 2026-06-30 |
| 3 | DFIC | Dimensional ETF Trust | 875.4K | $32.6M | $32.8M | 9.13% | +2.6K | 2026-06-30 |
| 4 | VTV | Vanguard Index Fds | 148.9K | $32.5M | $33.7M | 9.38% | -2,658 | 2026-06-30 |
| 5 | EZM | WisdomTree TR | 284.3K | $21.5M | $21.1M | 5.87% | -9,774 | 2026-06-30 |
| 6 | DFAE | Dimensional ETF Trust | 478.1K | $19.2M | $17.5M | 4.86% | -37,231 | 2026-06-30 |
| 7 | AVDS | American Centy ETF TR | 209.7K | $15.8M | $16.0M | 4.47% | +4.5K | 2026-06-30 |
| 8 | IVLU | iShares TR | 310.7K | $13.0M | $13.1M | 3.66% | -14,769 | 2026-06-30 |
| 9 | REET | iShares TR | 446.8K | $12.3M | $11.7M | 3.27% | -22,315 | 2026-06-30 |
| 10 | AVSC | American Centy ETF TR | 143.9K | $10.6M | $10.2M | 2.84% | -17,355 | 2026-06-30 |
| 11 | DFSV | Dimensional ETF Trust | 270.1K | $10.5M | $10.5M | 2.93% | -18,112 | 2026-06-30 |
| 12 | DFEV | Dimensional ETF Trust | 227.8K | $9.7M | $9.1M | 2.53% | -29,603 | 2026-06-30 |
| 13 | BOND | PIMCO ETF TR | 102.8K | $9.5M | $9.1M | 2.54% | +625 | 2026-06-30 |
| 14 | LNGX | Global X Fds | 147.1K | $5.9M | $7.0M | 1.94% | -14,597 | 2026-06-30 |
| 15 | SPYV | Spdr Series Trust | 64.2K | $3.9M | $4.1M | 1.14% | -5,518 | 2026-06-30 |
| 16 | DFAT | Dimensional ETF Trust | 53.5K | $3.7M | $3.7M | 1.03% | -867 | 2026-06-30 |
| 17 | DFAS | Dimensional ETF Trust | 45.1K | $3.7M | $3.6M | 0.99% | -741 | 2026-06-30 |
| 18 | AGGY | WisdomTree TR | 74.5K | $3.2M | $3.1M | 0.87% | +655 | 2026-06-30 |
| 19 | BAB | Invesco Exch Traded FD TR II | 116.4K | $3.1M | $3.0M | 0.84% | +620 | 2026-06-30 |
| 20 | SPYG | Spdr Series Trust | 22.9K | $2.7M | $2.7M | 0.76% | -2,797 | 2026-06-30 |
| 21 | DFAC | Dimensional ETF Trust | 60.8K | $2.7M | $2.7M | 0.76% | +749 | 2026-06-30 |
| 22 | AAPL | Apple Inc | 9.0K | $2.6M | $3.1M | 0.86% | +158 | 2026-06-30 |
| 23 | VOO | Vanguard Index Fds | 3.4K | $2.4M | $2.4M | 0.67% | -73 | 2026-06-30 |
| 24 | DFIV | Dimensional ETF Trust | 42.0K | $2.3M | $2.4M | 0.66% | -451 | 2026-06-30 |
| 25 | JHMM | John Hancock Exchange Traded | 29.9K | $2.2M | $2.2M | 0.61% | -1,640 | 2026-06-30 |
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