Change Path, LLC 13F Holdings
CIK 02818760 · LEAWOOD, KS
As of Jun 30, 2024, Change Path, LLC reported 1,145 positions worth
CIK 02818760 · LEAWOOD, KS
As of Jun 30, 2024, Change Path, LLC reported 1,145 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND | VUG | — | 179,384 | $67.1K | 4.27% |
| VANGUARD VALUE INDEX FUND | VTV | — | 403,485 | $64.7K | 4.12% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 1,203,046 | $59.5K | 3.79% |
| ISHARES CORE TOTAL USD BOND MARKET ETF | IUSB | — | 1,172,857 | $53.0K | 3.38% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 392,988 | $36.4K | 2.32% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 525,246 | $33.6K | 2.14% |
| MICROSOFT CORP | MSFT | Technology | 66,328 | $29.6K | 1.89% |
| APPLE INC | AAPL | Technology | 137,203 | $28.9K | 1.84% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 164,932 | $28.2K | 1.79% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 347,210 | $26.6K | 1.70% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 544,569 | $26.5K | 1.69% |
| SPDR S&P 500 ETF TRUST | SPY | — | 47,198 | $25.7K | 1.64% |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | — | 538,026 | $25.3K | 1.61% |
| ISHARES CORE S&P 500 ETF | IVV | — | 44,181 | $24.2K | 1.54% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 50,045 | $24.0K | 1.53% |
| NVIDIA CORP | NVDA | Technology | 181,630 | $22.4K | 1.43% |
| ISHARES MBS ETF | MBB | — | 218,311 | $20.0K | 1.28% |
| BROADCOM INC | AVGO | Technology | 12,266 | 9.7K | 1.25% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 86,773 | 8.9K | 1.21% |
| ISHARES MSCI EAFE GROWTH ETF | EFG | — | 184,329 | 8.9K | 1.20% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 402,913 | 7.6K | 1.12% |
| AMAZON.COM INC | AMZN | Equity | 85,909 | 6.6K | 1.06% |
| TIMOTHY PLAN | TPLC | — | 399,878 | 6.2K | 1.03% |
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | BOND | — | 172,119 | 5.7K | 1.00% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 81,986 | 5.0K | 0.95% |