Freedom Investment Management, Inc.
106 holdingsFiling period: 2026-03-31Current AUM: $371.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DUHP | DIMENSIONAL ETF TRUST | 1.19M | $43.6M | $48.8M | 13.13% | -194,350 | 2026-03-31 |
| 2 | DFUS | DIMENSIONAL ETF TRUST | 512.6K | $36.3M | $41.8M | 11.25% | -68,876 | 2026-03-31 |
| 3 | DFIC | DIMENSIONAL ETF TRUST | 872.8K | $31.0M | $33.2M | 8.94% | -65,022 | 2026-03-31 |
| 4 | VTV | VANGUARD INDEX FDS | 151.6K | $29.7M | $33.3M | 8.97% | -7,748 | 2026-03-31 |
| 5 | EZM | WISDOMTREE TR | 294.0K | $19.8M | $22.3M | 6.00% | -7,471 | 2026-03-31 |
| 6 | DFAE | DIMENSIONAL ETF TRUST | 515.4K | $17.4M | $19.3M | 5.20% | -26,937 | 2026-03-31 |
| 7 | AVDS | AMERICAN CENTY ETF TR | 205.2K | $14.7M | $15.7M | 4.22% | -21,809 | 2026-03-31 |
| 8 | IVLU | ISHARES TR | 325.5K | $12.9M | $14.2M | 3.81% | -14,325 | 2026-03-31 |
| 9 | REET | ISHARES TR | 469.1K | $11.8M | $13.3M | 3.58% | -- | 2026-03-31 |
| 10 | DFSV | DIMENSIONAL ETF TRUST | 288.2K | $10.1M | $11.4M | 3.07% | -18,322 | 2026-03-31 |
| 11 | AVSC | AMERICAN CENTY ETF TR | 161.2K | $10.0M | $11.7M | 3.14% | -5,074 | 2026-03-31 |
| 12 | BOND | PIMCO ETF TR | 102.2K | $9.4M | $9.2M | 2.49% | +13.7K | 2026-03-31 |
| 13 | DFEV | DIMENSIONAL ETF TRUST | 257.4K | $9.2M | $10.2M | 2.75% | -93,722 | 2026-03-31 |
| 14 | LNGX | GLOBAL X FDS | 161.7K | $7.5M | $7.0M | 1.88% | -- | 2026-03-31 |
| 15 | SPYV | SPDR SERIES TRUST | 69.7K | $3.9M | $4.3M | 1.16% | +2.7K | 2026-03-31 |
| 16 | DFAT | DIMENSIONAL ETF TRUST | 54.4K | $3.4M | $3.8M | 1.03% | -836 | 2026-03-31 |
| 17 | DFAS | DIMENSIONAL ETF TRUST | 45.9K | $3.3M | $3.7M | 1.00% | -694 | 2026-03-31 |
| 18 | AGGY | WISDOMTREE TR | 73.8K | $3.2M | $3.1M | 0.85% | +9.6K | 2026-03-31 |
| 19 | BAB | INVESCO EXCH TRADED FD TR II | 115.8K | $3.1M | $3.0M | 0.82% | +14.8K | 2026-03-31 |
| 20 | SPYG | SPDR SERIES TRUST | 25.7K | $2.5M | $3.0M | 0.81% | +158 | 2026-03-31 |
| 21 | DFAC | DIMENSIONAL ETF TRUST | 60.1K | $2.3M | $2.7M | 0.72% | +3.6K | 2026-03-31 |
| 22 | DFIV | DIMENSIONAL ETF TRUST | 42.5K | $2.2M | $2.4M | 0.65% | -836 | 2026-03-31 |
| 23 | AAPL | APPLE INC | 8.8K | $2.2M | $2.7M | 0.73% | +61 | 2026-03-31 |
| 24 | JHMM | JOHN HANCOCK EXCHANGE TRADED | 31.5K | $2.1M | $2.3M | 0.63% | -10 | 2026-03-31 |
| 25 | VOO | VANGUARD INDEX FDS | 3.5K | $2.1M | $2.4M | 0.65% | +13 | 2026-03-31 |
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