Freedom Investment Management, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Freedom Investment Management, Inc. 13F Holdings
CIK 0001566653 · HARTFORD, CT
As of Sep 30, 2025, Freedom Investment Management, Inc. reported
140 positions worth $378.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| DIMENSIONAL US HIGH PROFITABILITY ETF | DUHP | — | 1,457,467 | $55.0M | 14.55% |
| DIMENSIONAL US EQUITY MARKET ETF | DFUS | — | 625,142 | $45.3M | 11.97% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | DFIC | — | 993,169 | $32.6M | 8.61% |
| VANGUARD VALUE INDEX FUND | VTV | — | 168,283 | $31.4M | 8.30% |
| WISDOMTREE TR | — | — | 312,547 | $20.6M | 5.45% |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | DFAE | — | 602,517 |
|
9.0M5.02% |
| AMERICAN CENTY ETF TR | AVDS | — | 241,468 |
6.3M | 4.31% |
| ISHARES TR | IVLU | — | 363,001 |
2.9M | 3.40% |
| DIMENSIONAL EMERGING MARKETS VALUE ETF | DFEV | — | 390,016 |
2.4M | 3.29% |
| DIMENSIONAL US SMALL CAP VALUE ETF | DFSV | — | 316,121 |
0.1M | 2.66% |
| AVANTIS US SMALL CAP EQUITY ETF | AVSC | Equity | 175,287 |
0.0M | 2.65% |
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | BOND | — | 102,550 | $9.6M | 2.53% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 64,507 | $3.6M | 0.94% |
| WISDOMTREE YIELD ENHANCED US AGGREGATE BOND FUND | AGGY | — | 74,265 | $3.3M | 0.87% |
| DIMENSIONAL US TARGETED VALUE ETF | DFAT | — | 55,428 | $3.2M | 0.85% |
| DIMENSIONAL US SMALL CAP ETF | DFAS | — | 46,762 | $3.2M | 0.85% |
| INVESCO EXCH TRADED FD TR II | — | — | 117,125 | $3.2M | 0.84% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 9,981 | $2.8M | 0.74% |
| APPLE INC | AAPL | Technology | 10,861 | $2.8M | 0.73% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 24,866 | $2.6M | 0.69% |
| KRANESHARES TRUST | KVLE | — | 80,310 | $2.2M | 0.59% |
| VANGUARD 500 INDEX FUND | VOO | — | 3,538 | $2.2M | 0.57% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 54,837 | $2.1M | 0.56% |
| JOHN HANCOCK MULTIFACTOR MID CAP ETF | JHMM | — | 31,593 | $2.0M | 0.54% |
| DIMENSIONAL INTERNATIONAL VALUE ETF | DFIV | — | 43,352 | $2.0M | 0.53% |