Freedom Financial Partners LLC
88 holdingsFiling period: 2026-03-31Current AUM: $307.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 44.4K | $26.6M | $30.5M | 9.93% | +1.4K | 2026-03-31 |
| 2 | AVDE | AMERICAN CENTY ETF TR | 259.4K | $22.0M | $23.7M | 7.70% | +6.2K | 2026-03-31 |
| 3 | AVUS | AMERICAN CENTY ETF TR | 174.1K | $19.4M | $22.2M | 7.23% | -8,647 | 2026-03-31 |
| 4 | CGIE | CAPITAL GROUP INTERNATIONAL | 447.8K | $15.1M | $16.5M | 5.38% | +75.2K | 2026-03-31 |
| 5 | AAPL | APPLE INC | 56.3K | $14.3M | $17.4M | 5.65% | -777 | 2026-03-31 |
| 6 | VO | VANGUARD INDEX FDS | 49.0K | $14.1M | $15.9M | 5.16% | +2.0K | 2026-03-31 |
| 7 | RLY | SSGA ACTIVE ETF TR | 338.2K | $12.2M | $12.2M | 3.97% | +9.5K | 2026-03-31 |
| 8 | AVEM | AMERICAN CENTY ETF TR | 132.6K | $10.7M | $11.9M | 3.86% | +3.6K | 2026-03-31 |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | 185.2K | $10.0M | $10.9M | 3.54% | +6.0K | 2026-03-31 |
| 10 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 232.8K | $9.9M | $11.5M | 3.75% | +44.7K | 2026-03-31 |
| 11 | CGCP | CAPITAL GRP FIXED INCM ETF T | 425.1K | $9.5M | $9.3M | 3.03% | +16.3K | 2026-03-31 |
| 12 | VUG | VANGUARD INDEX FDS | 20.8K | $9.1M | $10.7M | 3.46% | +216 | 2026-03-31 |
| 13 | JTEK | J P MORGAN EXCHANGE TRADED F | 107.2K | $8.5M | $10.1M | 3.29% | +14.4K | 2026-03-31 |
| 14 | DFAC | DIMENSIONAL ETF TRUST | 218.0K | $8.5M | $9.7M | 3.15% | -1,004 | 2026-03-31 |
| 15 | CGCB | CAPITAL GRP FIXED INCM ETF T | 266.3K | $7.0M | $6.9M | 2.23% | +13.8K | 2026-03-31 |
| 16 | TOTL | SSGA ACTIVE ETF TR | 140.9K | $5.6M | $5.5M | 1.78% | +3.7K | 2026-03-31 |
| 17 | CGXU | CAPITAL GROUP INTL FOCUS EQT | 184.5K | $5.4M | $6.2M | 2.01% | -55,675 | 2026-03-31 |
| 18 | BOND | PIMCO ETF TR | 55.0K | $5.1M | $5.0M | 1.62% | +4.4K | 2026-03-31 |
| 19 | HTRB | HARTFORD FDS EXCHANGE TRADED | 138.4K | $4.7M | $4.6M | 1.49% | +9.8K | 2026-03-31 |
| 20 | RUNN | STRATEGIC TRUST | 128.7K | $4.1M | $4.4M | 1.42% | +3.7K | 2026-03-31 |
| 21 | ENTG | ENTEGRIS INC | 34.0K | $4.0M | $4.0M | 1.31% | -88 | 2026-03-31 |
| 22 | JPST | J P MORGAN EXCHANGE TRADED F | 64.8K | $3.3M | $3.3M | 1.06% | +18.3K | 2026-03-31 |
| 23 | WPC | WP CAREY INC | 45.8K | $3.1M | $3.4M | 1.10% | +1.6K | 2026-03-31 |
| 24 | ECL | ECOLAB INC | 11.1K | $3.0M | $3.1M | 1.00% | -676 | 2026-03-31 |
| 25 | SCHP | SCHWAB STRATEGIC TR | 98.1K | $2.6M | $2.6M | 0.83% | +3.0K | 2026-03-31 |
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